Bernie has spent nearly two decades as a manager in business and industry, with a particular focus on financial planning for the last ten. He has received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has 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 grew up watching his favorite movie, “Field of Dreams,” and wanting to be a businessman. He knew even then that he wanted to make a difference in the world, travel to different places, and be involved in something meaningful. Leaving his well-established career to start a new career in the financial wealth industry was the most daring thing he has ever done. He shares, “I felt the calling being put on my heart by God, but at the same time a fearful anticipation of leaving that career and its comforts behind to venture into this new field. I truly learned to trust God’s provision for me and my family through this time.”
Bernie enjoys traveling, and his fondest memory is of his honeymoon in the Dominican Republic. He shares, “I was celebrating the beginning of a new life with my new bride. I still get excited when I think back to the warmth of the beauty of the island and the undisturbed relaxation we experienced.” If, while traveling, Bernie ever happened to find himself stranded on a desert island for a year, the three things he would want to have along would be the Bible, old writings of Charles Spurgeon, and pictures of his family.
As a CAP® (Chartered Advisor in Philanthropy®), Bernie began serving nonprofits by consulting with individuals regarding how to use their resources wisely, in a way that benefits both their families as well as the charities they love. One way he does this is by focusing on the desires of their heart and creating tax-favored strategies that protect and transfer their wealth. It is his desire for building lasting relationships with his clients that has earned Bernie a reputation for being a valuable resource in helping nonprofits achieve their mission and lay a firm foundation for years to come.
Family & Hobbies
Bernie resides in Lancaster with his wife Beth. Bernie has two daughters and four granddaughters.
Why I like working at Ambassador Advisors …
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 what they have been blessed with. It isn’t about the size of a person’s portfolio or a person’s wealth, but helping them achieve their goals. When I experience this firsthand and I see what can be accomplished, there is no better feeling in the world to me.”
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Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.
• Why should we not fear?
• What can we learn from history?
• What does the Bible say about the future?
• What principles transcend economic conditions?
• What resources can help right now?
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!