Bob joined Ambassador Advisors in March of 2019. He provides leadership and oversight to the internal operations of the firm. He works as part of the executive team to collaborate with company leaders to develop and advance strategic goals and drive results. Bob is responsible for leading and executing tactical initiatives, implementing industry best practices to increase efficiencies and productivity while adding scale to the back office. He works closely with the teams across the firm to ensure operational success and cultivate excellence to effectively grow the organization.
Bob resides in Landenberg, Pennsylvania with his wife MacKenzie and son Brooks. He enjoys spending time with family and friends, especially at the beach, cycling, going for hikes, doing DIY projects around the house, golfing, and rooting for his favorite football team, the Cleveland Browns.
He earned his M.B.A. with a concentration in Finance and a B.S. in Organizational Management from Wilmington University. Prior to joining Ambassador Advisors, Bob spent 12 years with Tiedemann Advisors in various operational roles, most recently as the Director of Operations.
As a teenager, Bob achieved the highest honor of Eagle Scout. He has also spent time volunteering as an EMT and in youth ministry.
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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