Before making any recommendations or decisions, Joe Maruca likes getting a full understanding of his clients. Working with clients in manufacturing, professional services, sports and entertainment, and the nonprofit sectors, Joe takes a hands-on approach to build better relationships, ensuring he understands his clients’ needs. Whether a company needs help in accounting and financial reporting, bank field exams, due diligence services, lease evaluations, or employee benefit plan audits, Joe is there to listen. He can also advise on bank financing and refinancing, evaluations, and succession planning. As a Managing Director with Mercadien, he believes it is his responsibility to take the time and sit down with each client and have a conversation in order to help his clients achieve their goals. He listens to their current operations, the opportunities they have, and their long and short term goals and provides them with sound financial and consulting guidance.
Living his motto, “Do things in life you love, and be your best at everything you do,” Joe enjoys building relationships. He aims to be the best advisor for his clients and loves to see them succeed. He shares his professional network and makes introductions if he thinks it will benefit his client. Joe also believes in connecting on a personal level with his clients. He believes that setting routine check-ins, having face-to-face meetings, and even attending events together throughout the year are beneficial in a client relationship. Having this deep connection with his clients allows Joe to better serve them.
Joe’s relationships also extend to fellow coworkers within Mercadien. When he is in the office, Joe enjoys mentoring associates, answering any questions they may have or guiding them in the right direction. He takes the time to explain why rather than just giving an answer, and always makes himself available.
A veteran with Mercadien, Joe started as an entry level associate after graduating. He worked his way up to team leader, followed by his current role as a Managing Director, where he helps lead the Private Company Practice. Paying it forward, Joe provides the same mentoring he received as an associate to the associates working at Mercadien today.
Personal Fact: An avid outdoorsman, Joe loves to stay active by working out, road cycling, surfing, and traveling. When he can’t surf in Costa Rica, Long Beach Island is a close second.