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Our Values

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Phil Battin



Phil Battin is a values-based wealth management advisor who has provided exceptional support and service to his clients since 1994. He brings extensive experience to Ambassador Wealth Management with expertise gained at a Wall Street...

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Jennie Birch

Director of Operations



Jennie is a dedicated advocate and liaison for clients. With over 15 years of experience in the financial service industry in administration and client assistance, she takes pride in her client relationships. She has a deep regard for...
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Robert Teske

Portfolio Design Director


Rob is an Investment Advisor Representative who has been in the investment industry for nearly 10 years, holds his Series 7 and Series 66 licenses, and is currently working on obtaining his Certified Fund Specialist (CFS) designation...
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Laurel Dohse

Director of Client Services