TEAM C


NO 'I' IN oming


together to achieve a common


Matt Knolle Financial Advisor


goal, for me, evokes memories of historically great sports franchises.


Whether your favorite franchise has reigned as champion after grinding out a high-caliber season and achieving the ultimate goal (my Steelers have done this six times), or your team has finally put together a dream season only to fall inches short (think the Cleveland Browns), capturing and channeling talent towards a title involves incredible levels of teamwork.


As we gear up for the 2021 Olympics, we will have the opportunity to see teamwork on display, as the athletes that represent our nation take the field. Even the most elite athletes must band together, often finding themselves paired with superstars from rival teams, which highlights the importance of working together in order to achieve a common goal.


Tankfully, at Ambassador, we also recognize that no one can be successful in providing top-tier advice without a top-tier team. One of the key differentiators for any successful financial planning firm lies in having multiple teams with specific disciplines that can all work together to compliment a client’s overall trajectory in our shared future.


As advisors that spend a lot of time working with those that have unique and often peculiar circumstances, our financial strategies team is an essential component to ensure that we leave no stone unturned in maximizing resources. We have been given the unique responsibility of guiding our clients financially, so our recommendations require thorough and comprehensive understanding of the various disciplines.


Tax-wise charitable giving strategies, business succession, and estate planning headline the expertise that this department delivers. Each member of our strategies team continually stays on the cutting edge, researching and analyzing scenarios to be applied routinely to the “real-world” circumstances of those that we have the privilege of working with. For myself, as the advisor,


18 • Ambassador Advisors


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