Client Relationship Manager
Merri grew up in neighboring towns of Broome and Chenango County. She graduated from Daemen College in Buffalo, NY, with a B.S. in Business Administration with a specialization in Management. After being in the medical and marketing field for a large hospital system, she worked her way into the financial industry.
Her career as a financial services representative began by providing clients with an understanding of their current financial situation and educating them on how to achieve their financial goals with life insurance protection, college planning and retirement planning. She has been working with clients since 2010 and joined Ambassador Advisors in early 2017.
In her spare time, her greatest joy is making memories with her family. She is the number one fan at the many activities of her children that include baseball, softball, soccer, theater, chorus and orchestra concerts. Merri lives with her husband, Scott, and her four children Nathan, Katie, Thomas and Benjamin.
Favorite Bible Verse
“I can do all things through Christ who strengthens me.” (Philippians 4:13)
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1249 Upper Front St., Suite 108
Binghamton, NY 13905
Our office is on Route 11 (Upper Front Street), with easy access to Route 17, I-81, and I-88.
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!