Team Development Associate
Keri enjoys working with and serving her fellow teammates! Keri is a people person. Her duties at Ambassador allow her the opportunity to work with everyone in the firm as well as Ambassador clients.
Family & Hobbies
Keri has lived in Lancaster County all her life and loves this area. She has two sons. Her youngest is currently serving in the Army in S Korea, and her oldest works for Lancaster County as an administrator. For fun, she enjoys walking her dog, Freya, and visiting local antique shops/flea markets and local attractions with her fiancé, Bill. Going to dinner with family and friends and playing laser tag with her cat, Loki are also part of her fun time routine. Keri is crafty and likes to make things, particularly working with paper. She can often be found at a craft stand with her dad, people watching and selling their wares.
Education & Experience
Keri spent many years working as a secretary for a local school district, a clerk for Lancaster County, a library aide at a local library, and a pool monitor in her community. This background has given her a wide range of experience working with people from all walks of life.
She sings with the choir and worship team at her church, Memorial United Methodist in Quarryville, PA. Keri serves her church as a greeter and money counter and assists with other volunteer opportunities as needed.
Why I like working at Ambassador Advisors …
Keri likes working at Ambassador because of the relationships she has built with her teammates and the opportunities provided for career growth and personal growth in faith.
Favorite Verse & Quote
But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness and self-control. Against such things there is no law. Galatians 5:22-23
“In a world where you can be anything, be kind.” (Jennifer Dukes Lee)
“Blessed are the flexible, for they shall not be bent out of shape!” (Pastor Shauna Ridge, MUMC)
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!