Ron Bare, CFP®
Ron began his career in the financial services industry by working for a large company before becoming an independent advisor and founding Bare Wealth Advisors in 2001. He holds a Bachelor’s degree in financial management from Goldey- Beacom, has earned the distinguished CERTIFIED FINANCIAL PLANNER™ Professional designation, is a member of the Financial Services Institute, has served on various non-profit boards, and is a member of Kingdom Advisors. His goal as president is to lead Bare Wealth Advisors continuing to fulfill the firm’s mission of advising clients to intentionally manage wealth that aligns with their God-given purpose.
Ron has been married to his wife Tina since 1996. They have four children and live on a six-generation farm in Atglen. Ron and his family attend The Worship Center Church. Ron enjoys coaching basketball, spending time with family and friends, and hiking.
Curtis Burkholder is the Managing Partner and Chief Operations Officer for Bare Wealth Advisors. He serves in various roles including managing the day to day operations of the business as well as handling a majority of the research and preparation necessary to serve each client. He has completed the FINRA Series 7, 24, and 66 exams, Pennsylvania life and health insurance licensing, and is also a Notary Public. Curtis also has completed extensive training through Kingdom Advisors, led by Ron Blue. He holds an Associate’s Degree in Business Administration from Harrisburg Area Community College. He currently is studying for his Bachelor’s Degree in Business Administration from Eastern University.
Curtis and his wife, Sheila, live in Leola with their 4 children. Curtis grew up in Chambersburg, PA and moved to Lancaster in the fall of 2004. A few years prior to moving to Lancaster, he served with Youth Evangelism Service (YES) in Birmingham, Alabama where he worked with inner city youth. He volunteers regularly at Threshold Church as well as being a volunteer with Junior Achievement. In his free time, he enjoys spending time with his family, outdoor activities, and reading.
Ryan started his career in the financial industry in 1999 and now holds a FINRA Series 6, 7, 63, and 65 securities licenses as well as a Pennsylvania Life and Health Insurance license. Ryan performs various roles for Bare Wealth Advisors, including personal advisor to clients and handling group retirement plans.
Ryan has been married to his wife Heidi since 2001. They have four daughters and live in New Holland. Ryan and his family go to Ephrata Community Church where he helps on the worship team. Some of the things Ryan enjoys are playing guitar, skiing, basketball and spending time with his family.
Jim Wahlberg got his start in the insurance business in 2007. Since that time, his passion and primary focus has been on the senior market. He has strong understanding of the plans options that are available and a love for helping individuals with Medicare learn the differences between Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans. Jim is an independent agent and works with most of the major insurance carriers. This provides options for each person’s unique situation and allows individuals to find the plan that would better meet their needs. Beyond Medicare, Jim is licensed to offer Annuities, Life Insurance, Disability Insurance and Long-term Care Insurance. Jim has the privilege to serve on the Board of Directors for Meals on Wheels of Lancaster.
Jim and his wife, Cheryl, were married in 2006 and have 3 children. They live in Willow Street and attend Millersville Bible Church. Away from the office, hobbies include spending time with family, especially amusement parks and all things sports and outdoors, especially golf.
Heather started her career in the financial industry in 2010 and holds a Series 6 and 63 securities licenses as well as a Pennsylvania Life, Annuity and Health Insurance license. Along with assisting the advisors, Heather’s role includes client meeting preparation and follow up as well as client servicing.
Heather lives in Cochranville with her husband and two children. Her family is active at their church, Freedom Life. Heather enjoys being with her family, traveling and outdoor activities.