A New Face in Our New Place

I’m very pleased to introduce you to a new addition to the Baehr Family Financial team!  Esther Berrios joined us last week in the Stroudsburg office as a paraplanner, which means she’ll be helping with financial plans and tax planning.  Esther and I have known each other since our daughters (now 21) were in preschool.  I’ve had the privilege of working with her in the past, and she’s a smart cookie with loads of tax experience.  Esther lives in Bushkill with her husband and four daughters.

Lisa will continue to be our client support specialist, the cheery voice you hear when you call in to the office.  You can find her smiling face in the Stroudsburg office on Tuesdays and Thursdays.

Sadly, we had to say goodbye to Andra recently; Andra is spending her days at home now, enjoying her sons, aka our grandsons, and resting up for the Christmas season arrival of baby #3, who our oldest grandson Caleb has christened Baby Santa.  (how cute is that?)

Stay tuned for more info to come on events we’re planning for fall, including our Crown Ministries “How to Start a Business that Matters” workshop.  If your church would like to bring this workshop to your congregation, give us a call or send a message for more details.  The workshop is jam packed with information on evaluating a business idea, formulating a plan, getting your personal finances in order, and the biblical case for entrepreneurship.  And of course, how to make that business something that reflects your faith and a kingdom mindset.

Crown Biz

 

 

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Part 2A & B of Form ADV: Firm Brochure