Joe Lavis

Despite his busy schedule, Joe Lavis has given his time to organizations such as Junior Achievement of Dallas, the American Heart Association, and Movember, as well as taught Dallas students about financial literacy.

But the partner-in-charge of Whitley Penn’s Dallas office said that working to have a positive impact on the community is far from unique at the accounting and advisory firm, which excels in fostering a culture of social responsibility.

“Everyone at the firm consistently finds time to give back to the community,” Lavis said. “This collective dedication to community service is truly inspiring.”

Lavis joined Whitley Penn’s Dallas office only 18 months after he graduated from Baylor. The firm’s significant growth has paralleled his own professional development, Lavis said.

Lavis and his family are much newer to the Park Cities — they moved to the area last summer. Lavis has been impressed by the neighborhood’s warm welcome, as well as inspired to become involved in community service, charities, and local associations. In 10 years, he hopes to be deeply ingrained in the community.

“I wouldn’t be where I am today without the unwavering support of my family and the mentorship I’ve received at work,” he said. “My goal is to be the best husband to my wife and the best father to my children. Professionally, I aspire to inspire and lead others, helping them achieve their goals within the firm. This is what brings me the greatest fulfillment.”

What (or who) motivated you to get involved in the community?

Throughout the years, I have been influenced by many individuals, but I attribute much of my motivation to my colleagues at Whitley Penn. Despite our busy schedules balancing work and family commitments, everyone at the firm consistently finds time to give back to the community. This collective dedication to community service is truly inspiring. Whitley Penn excels in fostering a culture of social responsibility, encouraging all of us to actively participate in community initiatives. The firm’s commitment to promoting community involvement has not only motivated me but has also reinforced the importance of making a positive impact beyond our professional roles.

Where do you see yourself and/or your career 10 years from now?

In ten years, I aspire to be deeply ingrained in the Park Cities community. As a new resident, I have been profoundly impressed by the warmth and friendliness that everyone has shown us. This has inspired me to become actively involved in community service, charities, and local associations. I feel incredibly fortunate to be where I am in my career, and I believe I have a great deal to give back to both the community and Whitley Penn. My hope is that the new associates I am working with today will become my future partners, continuing the legacy of dedication and service that defines our firm.

What’s on your bucket list?

1. Take an international trip with my wife. With young kids, it’s sometime in the very distant future!
2. Play 18 holes of golf with both of my boys. I love the game so much and want to enjoy it with my kids. I took my oldest out one time and we made it two holes. I couldn’t get him out of the sand trap.
3. Bowl a 300! I’ve gotten close a few times but have never pulled it off.

What accomplishment are you the proudest of and why?

It’s a tie between marrying my wife and becoming a father to my two boys. My wife is the most incredible person I know — selfless, loving, and exceptionally thoughtful. Her unwavering support and kindness inspire me every day. Equally rewarding is the experience of being a parent. There is nothing more fulfilling than watching my children grow, learning from them, and guiding them through life’s journey. Both my marriage and fatherhood have brought immense joy and purpose to my life, and I am profoundly grateful for these blessings.

What was your toughest business or personal challenge?

My toughest personal challenge is an ongoing one: being present. In today’s world, distractions are everywhere — whether it’s our phones, work, or other demands on our attention. I strive to live in the moment and be fully present, out of respect for my family, friends, and co-workers. It’s important to me to give them my undivided attention and to truly engage with them. This commitment to presence is a continuous journey, but one that I believe is essential for building meaningful relationships and leading a fulfilling life.

How do you motivate yourself and others?

I draw my motivation from the people around me — co-workers, friends, my business network, competitors, and my family. I believe everyone has something valuable to offer, and I enjoy learning about what drives them, regardless of their passion. I hope my own motivation is evident to those around me and that it inspires others. I love discussing what makes people tick and find great energy in the passion of others.

What was your “lightbulb moment” that led you to your career?

While it may not have been a classic “lightbulb moment,” I believe my decision to pursue accounting was significantly influenced by the grade I received on my first test in Intro to Accounting at Baylor. My roommate, who was in the same class and sat right next to me, did not fare as well. Achieving a great grade gave me the confidence to consider accounting as a viable career path. Since then, I have continued to learn, grow, and succeed in this field.

What’s a fun fact that someone wouldn’t know about you?

I’m featured in a video game! In NCAA Football 07, if you set Baylor as your “favorite team” in the settings, my picture appears in the stands on the Home screen, proudly wearing a Baylor jersey. I have the photos to prove it! It’s quite uncanny how clearly you can tell it’s me.

What was your first job and what did you learn from it?

My first job involved going door-to-door in Arlington, soliciting estimates for a painting company. This experience taught me how to handle rejection (and trust me, there was plenty of it), but it also helped me become creative and thoughtful during the sales process. In my current role, my favorite part is going out and developing business by showcasing both myself and the firm’s capabilities and services. Learning the sales process at a young age instilled in me the confidence that has been invaluable throughout my career.

What would you tell an 18-year-old you?

Be patient! You don’t need to have everything all at once. Embrace and enjoy each phase of life, and always look forward to the next one. Each stage is a unique chapter in your book.

If you could buy a book (or rent a movie) for your neighbor, what would it be and why?

The Go Giver. It’s my favorite self-improvement book. The book emphasizes that by prioritizing the needs of others and genuinely giving value, individuals can build strong relationships, foster trust, and ultimately achieve greater success in their personal and professional lives. I think everyone could take something away from it.

What advice do you have for other young professionals?

Don’t view difficult situations as challenges, but rather as opportunities. Every experience offers a chance to learn and grow. Seek out the positive qualities in everyone you work with or work for, and appreciate their unique skill sets. By focusing on the strengths of others, you can foster a more collaborative and supportive environment. Remember, every interaction is an opportunity to learn something new and to build meaningful connections.

Is there anything else you think we should know about you?

I wouldn’t be where I am today without the unwavering support of my family and the mentorship I’ve received at work. My goal is to be the best husband to my wife and the best father to my children. Professionally, I aspire to inspire and lead others, helping them achieve their goals within the firm. This is what brings me the greatest fulfillment.