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Advisors You Can Trust

The professional team at Ambassador Advisors provides financial planning and money management to individuals, businesses and nonprofit organizations. For nearly 30 years, we have delivered these services to a growing number of clients.

  • More than 3,000 businesses, organizations, and families benefit from our diverse team’s multi-disciplinary expertise.
  • Based in Lancaster, PA, Ambassador actively serves clients throughout the mid-Atlantic region.
  • Our multi-disciplinary approach allows each member of our staff to precisely focus their skills and talents, bringing a high level of specialty to our clients.
Check the background of this Investment Professional http://brokercheck.finra.org/

Our Team Show Team Members

Executive Leadership Show Team Members

Ambassador Advisors’ leadership guides a professional team of experts to live out our mission to support and promote Biblical stewardship through appropriate financial planning, estate strategies, and money management services for the benefit of nonprofits, charities, individual donors, and investors.

  • robert_kauffman Robert E. Kauffman President
    Bob is the Founder and President of Ambassador Advisors, LLC, and a 35-year veteran of the financial services business.Read More »
  • bernard_bostwick Bernard I. Bostwick Executive Vice President Bernie has spent nearly two decades as a manager in business and industry, with a particular focus on financial planning for the last ten.Read More »
  • adrian_young Adrian E. Young
    Executive Vice President Whether he is helping a client, helping an advisor, or helping his team on the gridiron, Adrian does his best to keep his eyes “down field” to ensure that each is well positioned for what lies ahead.Read More »

Financial Advisors Show Team Members

Whether you need to map a plan for asset accumulation, secure a retirement fund, or build a legacy for charities and future generations, our Financial Advisors are prepared to guide your journey.

  • dan-bailey Daniel R. Bailey
    Financial Advisor
    Dan joined the Ambassador Advisors team in 1992. His responsibilities include caring for the needs of our existing clients, as well as new clients that join the firm.Read More »
  • eric_beittal Eric C. Beittel
    Financial Advisor
    Eric joined the Ambassador team in August 2013. He is a CERTIFIED FINANCIAL PLANNER™ specializing in benefit plan design and implementation.Read More »
  • leonard_marsch Leonard J. Marsch Financial Advisor
    Lenny has been in financial services since 1995, joining Ambassador Advisors in 2008.Read More »
  • ryan_middleton Ryan M. Middleton
    VP Client Relations
    Ryan specializes in individual financial planning and provides key leadership to our Client Relations Team.Read More »
  • curtis_musser Curtis L. Musser
    Financial Advisor
    Curtis joined Ambassador Advisors in September of 2012, after more than 4 years with a major national securities firm.Read More »
  • david_over David A. Over
    Financial Advisor
    Dave joined the Ambassador team in early 2015. He was drawn to Ambassador by the faith-oriented values and client-focused philosophy.Read More »
  • angela_shea Angela K. Shea
    Financial Advisor
    Angela was born and raised in Lebanon, PA, and has always resided in the area Read More »
  • george_zook George H. Zook
    Financial Advisor
    George is a financial advisor who helps individuals, families, and organizations capitalize on the resources God has entrusted to them as good stewards.Read More »
  • Jeremy Mocek Jeremy S. Mocek
    Financial Advisor
    Jeremy joined the Ambassador Advisors team in November of 2014. He appreciates the opportunity to work closely with individuals, families, and businesses to help them achieve their financial goals. Read More »
  • robert_kauffman Robert E. Kauffman
    President
    Bob is the Founder and President of Ambassador Advisors, LLC, and a 35-year veteran of the financial services business.Read More »
  • bernard_bostwick Bernard I. Bostwick
    Executive Vice President
    Bernie has spent nearly two decades as a manager in business and industry, with a particular focus on financial planning for the last ten.Read More »
  • adrian_young Adrian E. Young
    Executive Vice President
    Whether he is helping a client, helping an advisor, or helping his team on the gridiron, Adrian does his best to keep his eyes “down field” to ensure that each is well positioned for what lies ahead.Read More »

Wealth Management Show Team Members

Built on sound principles to yield security and prosperity, our Wealth Management team offers tips and recommendations that have proven successful and avoid undue risk.

  • s_andrew_kavanaugh S. Drew Kavanaugh II
    VP Wealth Management
    Drew earned his B.S.B.A. in Finance, his B.S.B.A. in Accounting, and his M.B.A. from the University of Arkansas.Read More »
  • curtis_stoltzfus Curtis D. Stoltzfus
    VP Financial Strategies
    Curt is responsible for securities analysis and preparation of financial planning documentation to meet the needs of our clients.Read More »
  • robert_kauffman Robert E. Kauffman
    President
    Bob is the Founder and President of Ambassador Advisors, LLC, and a 35-year veteran of the financial services business.Read More »
  • bernard_bostwick Bernard I. Bostwick
    Executive Vice President
    Bernie has spent nearly two decades as a manager in business and industry, with a particular focus on financial planning for the last ten.Read More »
  • adrian_young Adrian E. Young
    Executive Vice President
    Whether he is helping a client, helping an advisor, or helping his team on the gridiron, Adrian does his best to keep his eyes “down field” to ensure that each is well positioned for what lies ahead.Read More »

Financial Strategies Show Team Members

Each financial decision you make impacts the future of your nest egg. Let our professionals help you select the best, tax-wise financial tools to protect and grow your resources.

  • curtis_stoltzfus Curtis D. Stoltzfus
    VP Financial Strategies
    Curt is responsible for securities analysis and preparation of financial planning documentation to meet the needs of our clients.Read More »
  • beverly_brown Beverly E. Brown
    Application & Licensing Coordinator
    Beverly Brown oversees the processing of all new client applications and assists many clients with service and application forms. She also serves as a Notary Public.Read More »

Nonprofit Partnerships Show Team Members

A team of experts in the nonprofit field, with expertise in everything from planned giving to endowments, from marketing to a donor’s inspiration to give.

  • bernard_bostwick Bernard I. Bostwick
    Executive Vice President
    Bernie has spent nearly two decades as a manager in business and industry, with a particular focus on financial planning for the last ten.Read More »
  • curtis_musser Curtis L. Musser
    Financial Advisor
    Curtis joined Ambassador Advisors in September of 2012, after more than 4 years with a major national securities firm.Read More »
  • david_over David A. Over
    Financial Advisor
    Dave joined the Ambassador team in early 2015. He was drawn to Ambassador by the faith-oriented values and client-focused philosophy.Read More »
  • angela_shea Angela K. Shea
    Financial Advisor
    Angela was born and raised in Lebanon, PA, and has always resided in the areaRead More »
  • sherrie-peters Sherrie L. Peters
    Client Service Coordinator
    Sherrie is excited to be working with a group of professionals who share her desire to help clients realize their greatest financial potential. Read More »

Legacy Planning Show Team Members

To craft a tax-wise plan for your family’s assets, careful planning is necessary. Our legacy planning strategists are here to help ensure the right assets are passed to your family and beloved charities.

  • adrian_young Adrian E. Young
    Executive Vice President
    Whether he is helping a client, helping an advisor, or helping his team on the gridiron, Adrian does his best to keep his eyes “down field” to ensure that each is well positioned for what lies ahead.Read More »
  • greg_latimer Gregory L. Latimer
    Compliance Associate
    Greg is passionate about developing estate planning strategies for clients, assisting with legacy planning, and providing financial compliance support.Read More »

Group Benefits Show Team Members

Our team offers consultation in group health insurance, group long-term care insurance, group short-term disability insurance, dental or vision plans, and more.

  • curtis_stoltzfus Curtis D. Stoltzfus
    VP Financial Strategies
    Curt is responsible for securities analysis and preparation of financial planning documentation to meet the needs of our clients.Read More »
  • ryan_middleton Ryan M. Middleton
    VP Client Relations
    Ryan specializes in individual financial planning and provides key leadership to our Client Relations Team.Read More »
  • eric_beittal Eric C. Beittel
    Financial Advisor
    Eric joined the Ambassador team in August 2013. He is a CERTIFIED FINANCIAL PLANNER™ specializing in benefit plan design and implementation.Read More »

Internal Operations Show Team Members

The Ambassador office runs smoothly due to the efficiency and dedication of our team members that provide behind-the-scenes service and support.

  • amy_malay Amy J. Malay
    Director, Administrative Services
    Amy joined Ambassador Advisors in July 2006. She supervises our Administrative Support Team, and provides leadership in all areas of Administration for our firm.Read More »
  • jeanne_bald Jeanne Y. Bald
    Client Service Coordinator
    Jeanne has been serving with Ambassador Advisors for over fifteen years, and says she has no thought of retiring.Read More »
  • greg_latimer Gregory L. Latimer
    Compliance Associate
    Greg is passionate about developing estate planning strategies for clients, assisting with legacy planning, and providing financial compliance support.Read More »
  • beverly_brown Beverly E. Brown
    Application & Licensing Coordinator
    Beverly Brown oversees the processing of all new client applications and assists many clients with service and application forms. She also serves as a Notary Public.Read More »
  • sherrie-peters Sherrie L. Peters
    Client Service Coordinator
    Sherrie is excited to be working with a group of professionals who share her desire to help clients realize their greatest financial potential. Read More »