Joseph Lager, CPA, CDFA®
Joseph Lager, CPA, CDFA®
Director of Tax & Accounting
Certified Divorce Financial Analyst
Shareholder-EagleStone Tax & Wealth Advisors
Joe Lager joined EagleStone Tax & Wealth Advisors in November 2013 as Senior Tax Associate. Over the years Joe has grown with the firm and is currently a Shareholder and the Director of Tax & Accounting. He came to EagleStone by way of a mid-size public accounting firms in the New York metropolitan area. Joe’s career working in public accounting allowed him to gain valuable experience in a variety of accounting services from standard client services, tax, audit and litigation support.
Joe earned a Bachelor of Science in accounting from SUNY (State University of New York) New Paltz, graduating cum laude. While attending SUNY New Paltz, in recognition of high scholastic achievement, Joe was awarded membership into Sigma Beta Delta (International Honor Society in Business, Management and Administration).
Joe is a Certified Public Accountant and a Certified Divorce Financial Analyst (CDFA®). He is currently pursuing a Certified Fraud Examiner (CFE) designation. Joe’s professional memberships include: Association of Certified Fraud Examiners (Associate Member); AICPA (American Institute of Certified Public Accountants); NYSSCPA (New York State Society of Certified Public Accountants); Sigma Beta Delta—International Honor Society in Business, Management and Administration; Estate Planning Council (Suburban Maryland Chapter), former Board Member and Treasurer; MACPA (Maryland Association of Certified Public Accountants); MSATP (Maryland Society of Accounting & Tax Professionals); and IDFA (Institute for Divorce Financial Analysts™).
Joe resides in Rockville, MD with his wife and children.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
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