Client Service Team
Client Services Specialist
In the past, I have had various outdoors positions, including 9 years as owner of a landscaping company and working for multiple years with a paving company.
In the later part of 2009 I joined the BIRE family as the receptionist and data processor.
In 2014 I have moved within the company to become part of the Client Services Team.
Operations Manager / Sr. Client Services Specialist
In the past, Whitney has been in various operational positions including 8 years as an Operational Assistant in the children’s department at Bloomingdales, 3 years as an Operational Manager for a landscaping firm and since 1996 has worked in the financial services industry.
In 2004 Whitney joined BIRE Financial as their first employee. At that time, she had many roles; receptionist, administrative assistant, bookkeeper and operations manager. Since then the company has grown in size and her duties currently are Senior Client Services Specialist and retaining the role of Operations Manager.
Whitney loves the family atmosphere that BIRE offers, since there are father/son, brother/brother and husband/wife relations all working together at BIRE.
Whitney grew up in Northeast Philadelphia and currently lives in Bucks County with her husband, Dave.
Client Services Specialist
Over 30 years of Administrative experience, effective in streamlining business processes, prioritizing business activities, and implementing new systems
• Detail oriented and have exceptional organizational and problem solving skills
• I possess strong written communication and interpersonal skills, and have the ability to multitask and meet deadlines
• Over 8 years experience with QuickBooks, enjoy working with Receivables, Collections, Payables, and Bank Reconciliations
• Born and Raised on Long Island, NY, moved to Massachusetts and eventually settled in Philadelphia
• Single mother of two girls, two grandchildren
• Avid tennis player
• Active board member in my homeowners association, member of several networking groups
• Yearly participant in the MS City to Shore Bike tour, bicycling over 150 miles and raising money for the National MS Society
Ron retired from the Federal Government a little over two years ago. He worked for the Social Security Administration. For the majority of his career, he was the Manager of a Social Security Office in the city of Philadelphia. He always had an interest in the financial services industry especially in the financial planning and investing area. He joined BIRE Financial in 2014 on a part time basis as the eMoney Administrator. This position afforded him the opportunity to assist clients in their journey toward financial security and still enjoy his retirement.
BIREtirement Plan Service Manager
Jim has been in the retirement planning business since 1977 when he started in the Pension Dept. at Penn Mutual. His career moved south to Atlanta where he worked for a TPA and in sales and service in the retirement plan industry. In 1996, his career took a major turn when Jim and his wife moved to South Carolina to build and operate a Bed and Breakfast. This industry taught him the true value of customer service, but after 10 years, it was time to get back into the retirement plan business. He and his wife moved back to Philadelphia in 2006 and Jim began to work at Transamerica in a sales and service role where he remained until he took a position with BIRE Financial in 2016. Jim is excited to provide service to BIREtirement plan clients.