Joel has been in the Financial Services Industry since 1976 and is a founder of BIRE Financial Services.
He is currently a member of the Montgomery County Estate Planning Council, The Society of Financial Service Professionals, Financial Planning Association, National Association of Insurance and Financial Advisors, and the American Society of Pension Professionals and Actuaries.
Over the years, Joel has established himself as an advocate for financial responsibility. He is a 32-year member of the Million Dollar RoundTable (which is based on sales), a 14-year member of the Top of the Table and is also recognized as a member of Ed Slott’s Master Elite IRA Advisor Group. Joel has developed a solid reputation within his profession and has spoken to industry organizations in Pennsylvania, Tennessee, Virginia, West Virginia, Nevada, Ohio, Utah, North Carolina, New York, Georgia, Delaware, New Jersey, Massachusetts, Washington DC, Maryland, South Dakota, Texas, Sydney Australia, Cayman Islands, Orlando Florida, and Banff Alberta Canada!
“What makes BIRE Financial Services so special, are the principals and principles. Our mission statement guides us in our daily activities and allows us to assist our clients in virtually all of their financial needs.” An early riser, Joel, who has attained the Accredited Investment Fiduciary (AIF ®) designation and Certified Retirement Counselor Designation (CRC ®), is usually in the office at 6:30 am each morning, looking after his clients’ interests and helping them achieve their financial goals.