HJ Sims’ Corporate Social Responsibility Spotlight

By Tara Perkins
Published April 26, 2018


The HJ Sims team is actively supporting our local communities by volunteering with a number of charitable organizations. To recognize the efforts of our employees and bring visibility to the causes that are important to them, we have created the Corporate Social Responsibility Spotlight. Please read further to learn more about the activities and organizations that are close to our hearts.

In Boca Raton, Cliff Edelmann, Vice President/Investments, and Ed Muster, Senior Vice President/Income Advisor, participated in the Gift of Life donor program’s annual Steps for Life walk/run at Sunset Cove in South Regional County Park in January, an event that engages the public’s help in curing blood cancer and raises awareness for bone marrow and blood stem cell transplants. At the event, a Miami woman who was diagnosed with a rare form of lymphoma, had the opportunity to meet the marrow donor who saved her life. Cliff’s cousin, Randi, was a recipient of a bone marrow transplant during her battle with Leukemia. That transplant, made possible through the Gift of Life Registry, enabled her to attend the wedding of her oldest child and see the birth of several children in her family. While she ultimately lost her battle with cancer, the transplant lengthened her life by a decade. Ed Muster’s son-in-law is a hero, having saved someone’s life as a bone marrow donor. Cliff and Ed join the legions of other concerned citizens who help raise awareness about this crucial life-saving registry. What started with one person and his search to find a match has grown into an organization of 280,000+ volunteer donors, and 3,181 lives saved to date. For more, please click here. Read a feature article on Steps for Life.

Sonia Carrero, Executive Assistant in our Rockville, MD office, volunteers with many organizations via the Gaithersburg Church of Nazarene. She is a Spanish Translator at Gaithersburg HELP, Inc., an organization that provides food and transportation to residents. She also conducts a devotional service for the residents at Sunrise Senior Living and Montgomery Village Health Care Center. At Stewartown Community, Sonia helps plan the Christmas block party and sponsors a child for school supplies. At the Shady Grove Pregnancy Center, she sponsors an annual “Baby Bottle Campaign” to collect funds for first-time parents facing and the costs of an unplanned pregnancy. Sonia prepares and serves dinner on the first Friday of every month for 35 women at the Interfaith Works Women’s Center, a transitional shelter for homeless women. For more.

A few years ago, a young son of a close friend of Senior Vice President/Financial Advisor, Bill Ford, was lost to brain cancer. In Minnesota, Bill helped start an Endowment Fund known as Ben’s Helping Hand, on behalf of Ben Stein, to raise funds for treatment for those families who have a child fighting cancer. To date, Bill’s team has raised approximately $100,000 and has provided assistance to 26 families in the Fargo, ND/Moorhead, MN area. For more, please visit: www.Dakmed.org and search for Ben’s Helping Hand.

Julianne Smith, Vice President/Business Development in our Fairfield, CT office, has been volunteering for more than 10 years as a coach, parent and donor at the Wakeman Boys & Girls Club of Bridgeport and Southport. Julie’s three daughters have been part of Wakeman since they were in first grade (they are currently in 9th, 11th and 12th). Julie enjoys giving back to her community and has seen the benefits of giving kids a safe and positive place to build confidence and self-worth. Wakeman celebrates children and their unique abilities and talents. For more.

Peter Opert, Director of Network and Information Systems and based in our Fairfield, CT office, has served on the volunteer board of directors of Connecticut Counseling Centers (CCC) for close to 10 years. CCC is a not-for-profit that provides a full range of outpatient substance abuse and mental health prevention, education and treatment services to assist adults in becoming productive members of society. CCC is routinely recognized as one of the leading organizations for medication assisted recovery, and has been awarded SAMSA’s Science and Service award for innovations in the field. As a board member, Peter works to educate the public about substance abuse treatment and combat the pervasive, societal stigma attached to methadone maintenance. For more.

In Fairfield, CT, Mack Welch, Assistant Vice President, participated in the National Kidney Foundation Walk. He has a very special reason to support the organization. “My girlfriend has battled with kidney issues for most of her life. Last year, she lost one of her kidneys. This is a very important cause to me,” says Mack. In 2017, 85,000 Kidney Walkers from across the country changed the daily lives of millions of people with kidney disease for the better—1 in 3 people is at risk for kidney disease; 1 in 9 people have it, but only 10% know it. Please visit this link to contribute to this important cause.

Leann Rua, Vice President Accounting and working from our Fairfield, CT office, participated in the fight against breast cancer by participating in the annual walk organized by the American Breast Cancer Foundation. Leann says, “Most of you know someone who is fighting or unfortunately lost their battle to this terrible disease. This was my ninth walk in memory of my grandmother, cousins and friends.” Donations to the American Breast Cancer Foundation, on behalf of Leann, can be made by clicking here.

The HJ Sims team places value on helping to make the world a better place. We contribute to our communities via our Corporate Social Responsibility program, an initiative that focuses staff volunteer efforts and contributions to non-profit, charitable organizations. Please learn more by visiting: www.hjsims.com/servingourcommunities. For questions or submissions, please email Tara at tperkins@nullhjsims.com.

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The material presented here is for information purposes only and is not to be considered an offer to buy or sell any security. This report was prepared from sources believed to be reliable but it is not guaranteed as to accuracy and it is not a complete summary of statement of all available data. Information and opinions are current up to the date of publication and are subject to change without notice. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor.

The opinions expressed by Ms. Perkins are strictly her own and do not necessarily reflect those of Herbert J. Sims & Co., Inc. or their affiliates. This is not a solicitation to buy or an offer to sell any particular investment. All investment involves risk and may result in a loss of principal. Investors should carefully consider their own circumstances before making any investment decision.

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