Dan joined Ambassador Advisors in 1992 and serves as a trusted advisor to many local families and individuals. Dan’s responsibilities have included caring for the needs of clients, as well as speaking publicly on a variety of topics from a Biblical perspective. Seminars that Dan has created include: Building Your Financial House, Managing the Master’s Money (which focuses on Biblically Responsible Investing), and Stewardship for Students. He is currently working on a book about finances from a biblical perspective, with a 2022 projected release date.
The late Larry Burkett greatly influenced Dan in the area of stewardship. Dan was trained by Christian Financial Concepts (now Crown) to coach individuals and families to establish and follow a budget. Later, Dan became certified as a trainer, empowering others to become budget coaches to reach a larger number of families, so they could be taught basic budgeting techniques.
Dan and his wife, Diane, homeschooled their two daughters from pre-kindergarten through 12th grade. Dan has worked with graduating seniors (and their parents) from the Coalition of Homeschoolers Across Lancaster County (CHALC), helping them “unlock the mysteries” of the Free Application for Federal Student Aid (FAFSA) application process. Dan has also been a speaker at the annual Christian Homeschool Association of Pennsylvania (CHAP) convention.
In his spare time, Dan enjoys working on cars, especially his 50th Anniversary Corvette. Dan and Diane reside in Lititz. He is fond of saying, “I have the world’s cutest granddaughter and grandson, and have the pictures to prove it.”
In 2015, Dan earned his Christian Financial Consultant & Advisor (CFCA®) designation through the National Association of Christian Financial Consultants (NACFC). He is currently serving on the Board of Directors for the NACFC, as Secretary. In 2017, Dan earned his Certified Kingdom Advisor (CKA®) through Kingdom Advisors. Most recently in 2019, Dan became a SmartVestor Pro, interviewed and vetted by Dave Ramsey’s professional team. For over 25 years, Dan has empowered and educated clients in the area of Biblically based money management.
Dan has attended the Lancaster Evangelical Free Church for over 30 years. During that time, he has served as a Sunday School teacher, small group leader, Top Gun® men’s discipleship leader, chairman of the General Board, and even created the “G.U.T.S.” discipleship program for senior high boys.
“Know well the conditions of your herds and flocks.” Proverbs 27:23
“Perfection is elusive.”
“Retirement planning is funding your physical demise.”
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!
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