Whether he is guiding a client, helping an advisor, or designing a new fitness routine, Adrian keeps his eyes on the desired goal and strategizes creatively to achieve that end. Growing up in Milwaukee, Adrian could usually be found weaving between passing cars playing street football, while imagining leading his favorite team, the Cleveland Browns, to a Super Bowl Championship. Just before high school, Adrian moved to Lancaster, where he focused on being a successful student-athlete at both the high school and collegiate levels. Adrian credits his success in academics, athletics, and other endeavors to the abundant blessings from our heavenly Father. Among these, his competitiveness, love of strategy, and ability to improvise have helped craft Adrian into the forward-thinking professional he is today.
Adrian serves as a trusted advisor to the clients and staff at Ambassador. Adrian is Ambassador’s Chief Compliance Officer and leader of our planning department, where he spends much of his time helping the team at Ambassador develop and implement estate, charitable and other strategies for clients. Continual innovation and development are essential in the ever-changing environment of planning. And change is especially prevalent when it comes to tax law, where Adrian relishes the opportunity to employ cutting-edge techniques and, when needed, anticipating change and improvising to create new client solutions.
In order to maintain his competitive edge in the arena of planning, Adrian is constantly collaborating with other legal and tax professionals and is a fervent seeker of continuing education.
Adrian resides in Lititz with his wife, Julie, their three children, Olivia, Rowan, and Cadence. Adrian enjoys time with his family, traveling and sports. Adrian continues to root for “his” Browns to win the Superbowl, but now channels most of his competitive spirit into cheering on his kids in their sporting and scholastic endeavors. When he’s not pushing his family to make the most of their blessings, Adrian devotes his time to helping several local businesses and nonprofits do the same, as a board member.
I feel incredibly blessed to be able to spend nearly every day pursuing my passion of helping individuals, families, and organizations make the most of what God has entrusted to them.
“… From everyone who has been given much, much will be demanded; and from the one who has been entrusted with much, much more will be asked.” Luke 12:48
Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.
During this crisis, we are facing critical questions. To address fears with facts and sort through the ever-changing financial landscape, we have created a brief but relevant presentation with an educational overview of market volatility as it relates to finances and charitable giving. Find answers to questions such as:
The Tax Cuts and Jobs Act went into effect in 2018. The recent CARES ACT was passed in 2020. Their passing by Congress marks the most sweeping tax code overhaul in decades. Some experts suggest the significant changes could impact America’s finances in many ways. Hear from professionals to determine how your financial plan for retirement, your children’s college savings, and your tried-and-true strategies for charitable giving may be affected. Wise choices in light of this new legislation can help maximize your charitable giving and bless your family in the future. The rules have changed, but the principles of stewarding our financial gifts from the Lord remain the same.
A stewardship-centered planning process helps to focus on the eternal, instead of the temporal. By making good financial decisions, all of which are faith decisions, you can achieve proper balance. Everyone is asking three fundamental questions when they look at money:
• Who owns it?
• What are the finish lines? (How much is enough?)
• Is the next steward chosen and prepared?
As you plan your life, you must decide how to steward your finances. This seminar will direct you how to ask and answer the right questions when it comes to using money as a tool, a test, and a testimony.
This introduction to Biblically Responsibly Investing will explain the term ‘fiduciary’ and present a helpful overview of basics such as equities, fixed income, and risk diversification. While a large variety of investing opportunities known as ‘responsible’ exist, some may not align with your faith and values. Socially responsible investing, environmentally responsible investing, governance investing, and others may still support companies and causes you wouldn’t be proud to own. In this seminar, we will explore how BRI is fundamentally different.
This practical seminar dispels 15 common financial misunderstandings among families at every point on the spectrum of planning. From young people starting out to mid-career adults with family responsibilities, as well as those approaching retirement or already retired, you will learn timeless truths about college and retirement savings, investments, risk, insurance, estate planning, charitable giving, and more.
Ambassador Advisors offers educational opportunities on many topics, for any group. Want to learn about how volatility is affecting the financial markets and your retirement savings? Need help planning for retirement and college savings? Looking for the best ways to financially support charities and your church, while also leaving a legacy for family? We can help!
"*" indicates required fields