Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses on your needs, wants and long-term goals.
Chief Executive Officer, Chief Financial Officer
Joel has been in the financial services industry since 1976 and is the founder of BIRE Financial Services.
Chief Operating Officer
Having practiced law for over 25 years, in 2001 Stuart decided to follow a passion he had for a very long time and switched to a financial services career. Stuart has attained the designation of Accredited Investment Fiduciary (AIF...
Dennis has been in the financial services industry since 1980. Dennis is a qualifying member of the Million Dollar Round Table (which is based on sales), Montgomery County Estate Planning Council, Conshohocken – Plymouth...
Edward resides in Medford, NJ with his wife, Melissa, and their daughter Alexandra. Edward graduated from Virginia Tech in 1986 with a BS in computer science and mathematics. He obtained his MBA in Healthcare Administration from St....
Bob graduated with a degree in Communications from Temple University. At Temple, Bob was the manager of the football team led by Hall of Fame Coach Wayne Hardin. He is a member, and Treasurer, of the Triple T Club, an elite group of...