Operations and Team Development Associate
Beverly oversees the processing of all new client applications and assists many clients with service and application forms. She also serves as a Notary Public. Beverly oversees the licensing and membership processing and renewals for the agents.
Family & Hobbies
She maintains an active lifestyle: enjoying skiing, hiking, and gardening. She also enjoys sewing and decorative painting in her spare time. She even climbed The Great Wall in the summer of 1999 with her father. Every year, Beverly celebrates the Chinese New Year with her adopted daughter, Myah, by making a dinner for friends and family.
Education & Experience
Art Institute of Pittsburgh
She volunteers regularly at Paxton Street Homes, helping mentally disabled and economically disadvantaged individuals, as well as designing quilt tops for the Comforting Hands Sewing Circle at Manor BIC Church which are sewn & sent all over the world. She is an active member of LASN, Lancaster Area Sewing Network currently serving on the hospitality committee. Aside from learning sewing techniques LASN makes preemie kits for grieving parents at the Hershey Hospital as well as care bags for children in Lancaster shelters.
Why I like working at Ambassador Advisors …
Beverly is thankful for her position at Ambassador Advisors where she is able to serve clients with compassion, and apply her gifts of organization and attention to detail.
Favorite Verse & Quote
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11
Learn with your friends!
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!