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Lancaster, PA 17601
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Bernie has spent over three decades as a manager in business and industry, after spending time serving his country in the U.S. Air Force. His career focus for the past twenty years has been financial planning. He received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and earned his Chartered Financial Consultant® (ChFC®) designation. He is a member of the International Association of Advisors in Philanthropy (AIP), the Partnership for Philanthropic Planning, and the Christian Leadership Alliance (CLA). Bernie is a member of Kingdom Advisors, earning a Certified Kingdom Advisors (CKA) designation.
As a CAP® (Chartered Advisor in Philanthropy®), Bernie began serving nonprofits by consulting with their donors regarding how to use their resources wisely, in a way that benefits both their families and the charities they love. By focusing on the desires of a donor’s heart, Bernie and the team work to craft tax-favored strategies that protect and transfer wealth. It is his desire for building lasting relationships with his clients that has earned Bernie a reputation as a sustainability resource to help nonprofits achieve their mission and lay a firm foundation for years to come.
As president, Bernie leads a team of advisors who are advancing the kingdom through a transformational nonprofit process that focuses on teaching stewardship and changing lives for Christ.
Bernie resides in Lancaster with his wife Beth. Bernie has two daughters and five granddaughters. Bernie enjoys music, spending time playing the guitar and leading worship in a small group setting.
In 2022, Bernie published his first book: Glorifying Christ Together: An Anthology of Thoughts from a Financial Services Professional.
Bernie shares that he considers being a financial advisor as a personal ministry. He shares, “I enjoy being involved in people’s lives, and being used by God to help others glorify Him through their blessings. It isn’t about the size of a person’s portfolio or a person’s wealth. I want to help others achieve their goals to glorify the Lord. When I experience this firsthand and I see what the Lord does through faithful stewards… there is no better feeling in the world.”
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 the COVID-19 pandemic 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!
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