Team Development Associate

Sherrie is the first face and voice at Ambassador Advisors. She truly enjoys welcoming clients to the office, making them feel welcome and assisting clients who call in to be directed to appropriate team members. In her role as Office and Personnel Coordinator, she oversees many office functions, provides administrative support for all departments and assists with personnel on-boarding & training.

Sherrie has a B.S. degree in Business Administration and for many years, owned her own business. She and her husband, Craig, live in Mount Joy with their border collie. They have four adult children, two daughters-in-law and two grandchildren. Sherrie and Craig are actively involved at their church, Lancaster Evangelical Free Church, often share their testimonies to encourage individuals & small groups, and feel blessed to mentor young couples. Sherrie loves spending time with her family, vacationing, cooking, entertaining and reading.

Email speters@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 more than money, it's about following godly principles regarding your estate and the fingerprint you leave on this world. You can invest in the future of a cherished nonprofit and other charities, plus pass MORE assets to family with careful, strategic planning. Planned giving can also create a lifetime income stream, if desired, as well as obtain favored tax treatment. In this seminar, you will learn that it's a myth that only the wealthy need to plan for their estate.

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.