Joel has been a financial advisor since 1982, passionate about client service, financial, retirement and estate planning and investment analysis. Having traveled throughout Europe, Japan & Hong Kong, portfolios are very global and include developed and emerging market equities. When Joel isn't working with clients he is involved in charity life as a Board member of the Cystic Fibrosis Foundation since 1994, Chair of the Stairclimb for 25 years and more recently heading up the annual giving fund, called Partners in Progress since 2011. He is on the board of McKaig Nature Center which is part of the Upper Merion Parks & Historic Foundation and an active fundraiser for Breast Cancer & Hemophilia Charities. Hiking has long been an outdoor activity he enjoys. For many years he coached youth baseball & basketball in Radnor Township where he resides. Joel is married and has 3 children.