Joel Orris

Managing Partner

Joel has been helping clients achieve their financial goals for over 30 years.  He began his career with Gibraltar Securities which, after two subsequent mergers, became RBC Dain Rauscher.  Joel holds the Series 7, 9, 10, 24, 63 and 65 registrations. 

Joel graduated from the University of Delaware with a Bachelor's degree in accounting and a minor in finance.  Prior to entering the financial services industry, Joel worked as a Certified Public Accountant for three years.*  He has been a keynote speaker at various seminars, and has appeared on radio and television programs.

He enjoys giving back to the community through various charitable organizations, such as The Children's Institute.  Outside of work, Joel enjoys traveling, coaching, playing sports, and spending time with his family

* Joel is now a non-practicing CPA as CJE Financial LLC  does not provide tax advice.