Our People

Jack joined Leone, McDonnell & Roberts, Professional Association in 1985. In this role, his tenacity, decisiveness, and visionary nature help him guide the firm’s overall strategy and day-to-day operations, including firm policy decisions, strategic planning, human resources and marketing.  Jack specializes in serving clients in the not-for-profit and construction industries, as well as small, family-owned businesses. He has also served as the firm’s Managing Partner.

Jack credits his professional success to his hard work and the personal relationships he develops with his clients. He also places a strong emphasis on the value of honesty and is perpetually committed to providing trustworthy, reliable service.

Jack was raised in Scarborough, Maine and currently resides in Wolfeboro, New Hampshire. He and his wife, Tawna, have three children. In his free time, Jack’s hobbies include playing golf and running. He is also a sports fan and enjoys spending time with his family.

DESIGNATIONS

• Certified Public Accountant (CPA) – New Hampshire

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New Hampshire Society of Certified Public Accountants (NHSCPA)
• Great Waters
  • Board of Directors

EDUCATION

• Saint Anselm College
  • Bachelor of Science (1985)

Jason has been with the Leone, McDonnell & Roberts, Professional Association since 2009 where he managed a multitude of accounting responsibilities at our Dover, New Hampshire location. Promoted to the Partner group in 2022, Jason specializes in several essential financial areas. Jason partners with clients in a wide range of industries on a daily basis to conduct and supervise audit fieldwork for nonprofit and employee benefit plans. He also collaborates with individuals and organizations to prepare and review both business and personal income returns. Put simply – Jason does a little bit of everything, and he does everything well!

Jason graduated cum laude from the University of New Hampshire. He first interned at Leone, McDonnell & Roberts as a UNH undergrad where Jason gained firsthand experience working with our diverse client base as an advisor and problem solver. At Leone, McDonnell & Roberts, we know talent, skill, and capability when we see it. We hired Jason right after he graduated and he’s been with us ever since! Now, more than twelve years later, Jason has become an invaluable contributor to our firm’s success, effortlessly keeping up with our lightning-fast pace and customizing his approach to meet the needs and challenges of every individual client.

Jason’s a lifelong athlete who still enjoys playing hockey and golf in his spare time. He also loves spending time with friends at home in Dover or with family members living in Massachusetts.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire

MEMBERSHIPS

• New Hampshire Society of Certified Public Accountants (NHSCPA)
• American Institute of Certified Public Accountants (AICPA)
• Seacoast Educational Endowment for Dover (SEED)
  • Treasurer
  • Board Member

EDUCATION

• University of New Hampshire, cum laude
  • Bachelor of Science: Business Administration – Accounting, Finance

Joe joined Leone, McDonnell & Roberts, Professional Association in 2005, and is responsible for managing client relationships and staff. Joe also oversees client development.

In addition to his management duties, Joe provides a wide array of reliable, high quality services to his clients. He maintains particular specialization with financial planning, investments, retirement plans and insurance, as well as tax return preparation and planning for individuals, corporations, partnerships, trusts and estates, gift taxes, not-for-profits and retirement plans. Moreover, Joe has extensive experience representing both businesses and individuals during audits before the IRS and the State of New Hampshire. He works with a variety of clients including those in the manufacturing, construction, consulting, sales, wholesale and retail, country club, condo association and real estate industries.

Joe began his career more than two decades ago, working for two small New York City CPA firms over the course of a six-year period. He then transitioned to a large firm, Grant Thornton LLP, where he performed audits of public and private companies that included filings with the SEC. In 1998, Joe joined H. Richard & Co., CPAs in New Hampshire, which merged with Leone, McDonnell & Roberts approximately six years later.

Growing up, Joe always excelled in math and science and especially enjoyed complex problem solving. These skills and interests led him to focus on accounting and finance in college and pursue a career in the field. Today, Joe attributes his success to his friends, family and the numerous influential colleagues he has worked with over the years. He also credits his appreciation for life and not taking things for granted to his mother and brother, both of whom lost their battles with cancer.

Joe was raised on Long Island, New York. He currently resides in Exeter, New Hampshire. Outside the office, Joe enjoys boating, playing golf and spending time with family and friends.

DESIGNATIONS

• Certified Public Accountant (CPA)
  • New Hampshire
  • New York

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)
• New Hampshire Society of Certified Public Accountants (NHSCPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Exeter Area Chamber of Commerce
• University of Buffalo Alumni Association
• Exeter Country Club
  • Board of Directors
    • Vice President

EDUCATION

• University of Buffalo, The State University of New York
  • Bachelor of Science: Business Administration – Accounting and Finance (1985)