the role becomes akin to that of a head coach, utilizing the experts that we have here at Ambassador to optimize the advice we deliver on a daily basis.


In addition to the teamwork that is fostered through the strategies team, as a key partner of Ambassador, the legal resources we have at our fingertips to implement more complex plans is a truly unique blessing. Whether it is the construction of a charitable remainder trust to eliminate taxation on the sale of a significantly appreciated rental property (and ensure that funds are left to ministry!) or implementation of an irrevocable trust to protect assets in the event of a long-term illness, having access to a full legal team who are experts in trust and estate planning is a necessity.


provides turnkey asset management that is inclusive of all goals and objectives that an advisor would commonly encounter. Whether it is the analysts that do the digging on the companies we have interest in, or the senior leadership providing the tenured touch to help navigate the nuances of the market, this arm of the team is invaluable.


Trying to be a


“one-man show” in this arena is a virtually


insurmountable task.


As the saying goes, “you can’t be everything to everyone,” so rather than attempting this feat, I am privileged to be part of a cadre that ensures we are providing the most value to those that we work with. With any “well- oiled machine,” there are no parts indispensable, especially in a world that moves as quickly as the one we as investors and planners operate in.


An additional challenge that advisors often find themselves mired in lies in the ongoing investment analysis and research needed to effectively maintain portfolios that are customized to the varying backgrounds of their clients. Trying to be a “one- man show” in this arena is a virtually insurmountable task.


Here at the firm, we have a wealth management team that


As Paul says in his letter to the Corinthians, “… in fact God has placed the parts in the body, every one of them, just as he wanted them to be. If they were all one part, where would the body be? As it is, there are many parts, but one body.” We are strong believers that the best teams do not have people with similar skills, rather unique individuals with diverse talent that complement one another, and that is what you’ll find working with Ambassador Advisors.


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