Joel has been in the financial services industry since 1976 and is the founder of BIRE Financial Services.Joel has been in the Financial Services Industry since 1976 and is a founder of BIRE Financial Services.
Over the years, Joel has established himself as an advocate for financial responsibility.
He is a 27 year member of the Million Dollar Round Table (which is based on sales), a 9 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.
He has taught employee benefit classes and moderates Life Underwriting Training Council classes.
He has served as President of the Montgomery County Association of Insurance and Financial Advisors.Dennis has the vast experience in developing and implementing comprehensive benefit plans for employers and employees with emphasis on plan design.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 his Accredited Investment Fiduciary (AIF ®) designation, is usually in the office at around am each morning, looking after his clients’ interests, and helping them achieve their financial goals.Having been in the financial services industry since 1980, Dennis manages the BIRE Benefits Division of BIRE Financial Services.Dennis is a qualifying member of the Million Dollar Round Table (which is based on sales), Montgomery County Estate Planning Council, Conshohocken – Plymouth Whitemarsh Rotary, the Greater Philadelphia Association of Insurance and Financial Advisors and the Greater Philadelphia Association of Health Underwriters.