The Team

Joe Schmitt started JS Financial LLC in 2011 but has been providing tax and bookkeeping services since the early 2000s. Joe’s background includes working in the Insurance industry as an Auditor, Accounting Analyst, Financial Analyst, Finance Manager and most recently as an Underwriter. Joe became an Enrolled Agent in 2018 and also holds Insurance Licenses in Life, Health and Property/Casualty fields as well as has passed the Series 65 test. Joe is also a certified Independent Claims Adjuster.

Joe has a BSBA - Finance and MBA - emphasis in Finance from the University of Louisville.