Team profile

Our Value Proposition

At Embassy Wealth Advisors, we know you want to have peace of mind and confidence in your financial future. We believe you need clarity in understanding and wise guidance based on biblical principles. The problem might be that you are not sure who to trust and that may make you feel worried and vulnerable.

Your finances shouldn’t cause you anxiety. We understand, because this all used to be Greek to us, too. Over the past 20 years, we have worked with and helped people just like you gain clarity, confidence and understanding of their finances.

Here’s how we do it:

Connect - Schedule an appointment

Collaborate - We will collectively look at your situation

Carry-out - Together we will develop a plan to help you get you where you want to go

Transparency is a key value of ours. It is important for you to understand how we are compensated.

If you are unsure of what next steps to take, let’s find a time to discuss your situation.

Schedule an appointment today, call 260-485-0403.

  1. Ameriprise Financial provides financial services without regard to religious affiliations or cultural background.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Insurance

Awards & recognition

  • Todd Larson, Forbes Best-in-State Wealth Advisors, 2019-2021
  • Matthew Reynolds, Five Star Wealth Manager, 2021-2022
  • Embassy Wealth Advisors, Ameriprise Client Experience Award, 2020-2021