info@whismangiordano.com 302.266.0202

Meet Our Team

Joseph A. Giordano

CPA, CGMA

CEO

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Joseph V. Giordano

CPA, CGMA

President & Managing Director

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Lisa DeRose

CPA, CGMA

Chief Operating Officer, Director, Chair of the Tax Committee

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Julie Morgan

CPA

Director, Chair of the Audit & Accounting Committee

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Vincent Barbone

CPA, CFE, CGMA

Consultant

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Frank DeFroda

CPA

Director

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James Zdimal

Consultant

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Kelly Blair

Senior Accountant

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Kyle Buckmaster

Staff Accountant 2

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Valarie Carey

Seasonal Tax Preparer

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Maureen Condiff

Executive Assistant

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Thomas Dyer

Senior Manager

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Jeni Head

Senior Accountant

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Mason Kegley

Staff Accountant

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Edward Devenny

CPA

Principal

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Alex Lalani

CPA

Principal

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Chloe Kennedy

Senior Accountant

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Christa McLaughlin

Marketing Manager

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Brian Moreau

MS, CPA, CFE

Manager

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Evan Petrin

Staff Accountant 2

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Nathan Presnell

Staff Accountant 2

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Nikolas Reckner

Senior Accountant

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Emily Robb

CPA

Senior Accountant

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Kevin Sanok

EA, MSA

Manager

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Joan Wilson

CPA, MBA

Senior Accountant

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Goodwill of Delaware & Delaware County has worked with Whisman Giordano for numerous years. In conducting our annual audit we have found every step in the process from on-site field work through final Board presentation to be professional, addressed with a sense of urgency, thorough and accurate. Both our staff and board have developed strong working relationships with Whisman Giordano that focus on maintaining a strong financial position to support the mission of Goodwill.

- Colleen Morrone, President & CEO of Goodwill of Delaware and Delaware County

We have used Whisman Giordano since 2012 for a variety of tax and audit services. They took the time to understand our unique business and its challenges. All deliverables are received on or ahead of schedule and they help me meet several of our more stringent deadlines. As a local firm, the staff is always available when needed. They will stop by the office, answer questions and go the extra mile to make sure my needs are met. On top of professionalism, the staff at Whisman Giordano are just good people you can trust.

- John Charette, CFO of XO Energy, LLC

I'd like to take a moment to recommend Joe Giordano's work as an Auditor and a Director at Whisman Giordano and Associates. I have worked with Joe for about 12 years and his firm over 16 years. We are a small non-profit who needs to rely on the expertise and professionalism of the firms we contract with. Joe has brought much-needed help and advice. We are very comfortable with him being in charge of our audits. We are able to have contact with him all year not just audit time.

- Donna Goodman, VP & CFO at Westside Family Healthcare

I have known Joe for close to 10 years and have been a client of his and Whisman Giordano's for the past 5 years. I have nothing but positive feelings to say relative to Joe's attentiveness and professionalism. He makes me feel like I'm his most important client anytime I contact him and the firm has been very cost-efficient and professional in overseeing the tax preparation for my 6 different business entities. There is a fair amount of overlap among the businesses and WG has helped us through those complexities. Joe and his Father and Alex are a pleasure to work with.

- Eric Holloway, Owner-Signature Group of Companies

I have had the pleasure of working with Joe Jr. and his team at WGA in multiple capacities and cannot say enough wonderful things about their style and the way they operate. Whether it was as a client for their own HR and handbook needs, or working together for a mutual client's needs, Joe and his team were always incredibly responsive, realistic, and listened to any HR recommendations proposed. We have become great partners in delivering quality business consulting to local small and growing organizations. They proactively communicate and truly understand how finance and HR go hand-in-hand to run a successful small business. I'd recommend their services, and enjoy working with them in any capacity. And most of all, who else makes finance, accounting and taxes fun?!

- Maria Clyde, PHR, SHRM-SCP - Director of HR at B+H Insurance

I really feel like you pay attention to our needs. I know I’m one of many, but you did a great job making me feel the only one. I am sure all your clients feel the same way.

- CEO, pharmaceutical company

Lisa has been my accountant for a number of years. I look forward to our meetings, not just because she is a terrific accountant, and always answers my questions clearly and kindly, but also because Lisa is a pleasure to work with, and through our business relationship she’s become a friend. Lisa looks out for me and my business, helps me address issues proactively, and identifies opportunities to strengthen my business. I highly recommend Lisa to help any business, small or large, achieve their financial and accounting objectives. WG&A is a true family business and they make me feel like part of their family, too.

- Alisa Morkides, Owner of Brew Ha Ha! and Brandywine Coffee Roasters

We have been working with Dennis Perdue and his team at Whisman Giordano for a little over three years. They not only provided us with excellent corporate financial advice & accounting services but personal as well. The staff is always very professional and efficient. We would highly recommend Whisman Giordano for anyone looking for excellent accounting services.

- Bryan R. Hannum, President of Drywall Inc. & Tricon Construction Management Inc.