Our weekly Employee Spotlight section has the pleasure of introducing our resident estate and trust expert, staff accountant and pomeranian lover, Joselyn O’Connor.
What do you specialize in (what is your role) here at WDEA?
“Trusts, estates, gifts and tax-exempt organizations.”
What did you do before WDEA/LBK?
“I first worked for the Middleburg Area Joint School Board as school board secretary and office manager, then I went on to banking at Tri-County National Bank for 11+ years of which were mainly in the trust division and then in 1982 I entered the accounting arena and have worked for an accounting firm since then.”
When did you join WDEA/LBK?
“When it formed on July 1, 2012.” (Before WDEA, Joselyn worked for Schaeffer, Eichner, Wagner).
What is one of your greatest accomplishments here at WDEA/LBK?
“Being able to assist my clients with their tax matters and being a friend to them at the same time. The friendships that have developed through the years with my clients have given me the greatest pleasure.”
What is your education experience?
“I graduated from Middleburg Area High School where I studied business.”
What is your favorite flavor of ice cream?
Where is your favorite place on earth, and why?
“At home with my husband and dogs.”
What is a fun fact(s) about yourself?
“I am 1/8 Native American on my mother’s side and am told that the tribe was a member of the of the Iroquois confederation. The Iroquois were militant and the women granted the divorces, both facts that suit me.”
What is your favorite Christmas gift that you have ever received and why?
“When I was a child, my grandmother, who had very little money, would always give her granddaughters an orange and some candy. I cherish those memories because of the love that came with the oranges and candy.”
If you received a tax refund of $1,000 (and had to spend it on yourself) how would you spend it? (No bills!)
“I would buy British mysteries and old American classic movies on DVD, get some good refreshments together, turn off the phone and spend the day with my dogs watching movies that will take my mind off taxes!”
If you were on death row, what would your last meal be?
“My grandmother’s baked egg custard with sour cherries.”
Have you have sighted a celebrity? If so who and where?
“I saw Vincent Price at Bucknell and Harry Chapin at Susquehanna, but those were years ago.”
Are you planning large financial gift purchase? Do you have a fettish for British mystery films? Perhaps you are looking for a bit of estate planning direction? Contact Joselyn by email at firstname.lastname@example.org or call the Selinsgrove office at 570.743.2030.