Client Relationship Manager

Originally from Virginia, Lori went to high school in Berks County, and then went to Millersville University, where she obtained a BA in English.  She then obtained a Master’s in Library and Information Science from Louisiana State University.  After spending some time in librarianship, she worked for over ten years at Susquehanna Bank, first as a Commercial Lending Administrator, and then in Risk Management there as a Records and Business Recovery Liaison.

She next spent five and half years working for WSP, an international engineering firm, as the Records Manager for their US offices.  She is blessed and honored to have the opportunity to bring her various skills and experience together to serve at Ambassador Advisors.  Lori is currently working towards obtaining licenses that will facilitate her ability to support client needs and to become a growing asset to her team.

In her spare time, Lori enjoys hiking with her husband, who is an avid wildlife photographer, through the preserves and game lands of our beautiful state of PA, as well as other locations, whenever possible.  Lori is a member of Westminster Presbyterian Church of Lancaster, and she likes to read, make jewelry, crochet, sew, hear live music, visit museums, and spend time with family members who live in Lehigh County.

Email lwithee@ambassadoradvisors.com.

Learn with your friends!

Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.

Being Prepared: Planning in Volatile Times

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:
• 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?

A Journey to Give, Save, and Multiply

Opportunities within the New Tax Laws
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.

Planning with Purpose

Transferrable Concepts and Biblical Principles for Your Finances
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.

Kingdom Impact as Your Financial Compass

Biblically Responsible Investment Strategies
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.

Family, Faith & Finance

A Seminar for Today's Multi-Tasking Family
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.

Planned Giving and the Pathway to a Lasting Legacy

Stewardship during your lifetime is about following sound principles for financial independence and preparing your estate to be the fingerprint you leave on this world. Your stewardship can be maximized by incorporating cherished nonprofits as well as other charities into your planning. You can actually pass MORE assets to your family with careful, strategic gift planning. Planned giving can also create lifetime income streams, if desired, as well as obtain favored tax treatment. In this seminar, you will learn that it's a myth that only the wealthy have the potential to leave a lasting legacy.

Legacy Detours: Planning, Preparing, and Protecting

Prepare for the future and avoid short-sighted decisions by educating yourself about legacy detours. What can derail your plans for stewardship after your passing? You should set up protections to minimize taxation at death, including Federal Estate Tax, State Inheritance/Estate Tax, and Income Tax. Our professionals will explain distribution techniques like wills and trusts, as well as review the impact of long-term illness. A life insurance needs analysis as well as other practical steps will be covered. With the right preparation, you can achieve a balance that protects your current financial independence and leave a lasting legacy for your heirs, church, and beloved charities.