Bob is a 40-year veteran of the financial services business. From 1976 to 1990, Bob managed sales offices for two major financial service firms in Pennsylvania, Florida and Georgia. Then in 1990, he established his own Registered Investment Advisor.
Bob enjoys gardening, where he can be outdoors and enjoy the creation and sunshine provided for us. In the winter, he coaches high school basketball. Bob and his wife, Pam, live in Mount Joy. They have eight children and two grandchildren. Bob’s greatest joy is in supporting and teaching his children – whether its Rebecca who plays field hockey at Utica College, Elizabeth who competes on her horse and studies law at Elizabethtown College, or Sarah who plays soccer and volleyball. Bob cheers on Pennsylvania football teams – the PSU Lions and Steelers. He even played on an undefeated team in high school at Central High in Martinsburg, PA!
In 1987 Bob began serving on the Board of Directors at Bethany Christian Services and Lancaster County Christian School. Eventually, he also began to serve as a Trustee at The Lancaster Bible College. His considerable work with nonprofits led him to focus on that area as a specialty for financial advice and support.
Bob’s favorite place to travel is China. He shares, “I’ve been blessed with two Chinese daughters who like to go with me, and I have a very good reason to be there. The Pocket Testament League, where I am currently a Life Trustee, has been uniquely chosen and approved to legally distribute millions of scriptures throughout that country. Periodically, I must go and meet with Chinese Church and political officials in order to keep our status open and expanding.”
Bob owns a large library of History, Business Marketing, and Religious books, and prefers to read non-fiction. In fact, Bob shares that if he was stranded on a desert island, he’d want to take sun tan lotion, fishing equipment, his glasses and his library! Bob’s passions are spreading the Gospel, supporting his family, and helping his clients do well financially. He says, “Most things we do fade away in significance over time, it is only service for Christ that stands for all time.”
Bob has earned the Chartered Financial Consultant (ChFC®) and the Chartered Advisor in Philanthropy (CAP®) designations. He is also a member of the International Association of Advisors in Philanthropy. He is recognized as a leading professional in investment management and estate planning, and has trained and supervised hundreds of financial planners during his career.
Bethany Christian Services – Board Member
Lancaster County Christian School – Board Member
Lancaster Bible College – Trustee
Linden Hall – Basketball Coach
Bob’s favorite part of being an advisor is helping to solve problems for the people that he works with. While he enjoys the challenge of investing and the analytical side of the job, it is the time spent face to face with clients, trying to make their life better, that is by far the most enjoyable aspect of the business. Bob is grateful for great co-workers, fantastic clients, and that his faith leads in his decision-making all along the way.
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 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!
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