Putting Clients First

We care about our clients and we are fiduciaries. This means that their best interests come before our own.

Integrity

We believe in doing the right thing simply because it is the right thing (even when no one is looking).

Service

We are here to serve our clients and our community.

Generosity

We have an abundance mentality.

Responsibility & Accountability

We take ownership of our tasks…and mistakes.

Fairness

We believe in compensating people fairly for the work that they do.

Fun

We may not be Google, but we still want this to be a fun place to work.

Family

We believe family is the fundamental building block of our society, and we encourage family time.

Faith

We strive for a culture that encourages people to practice their faith (whatever it is). We are not PC, and we still use words like “Christmas” and “Hanukkah.”

Grounded

No matter how successful we become, we believe it is important to remain down to earth and approachable.

Excellence

We constantly strive to be the best at what we do.

Knowledge

We never stop learning.

Humility

We believe a dose of humility is an important safety net that keeps small mistakes from becoming large mistakes.

Self-Improvement

We are always working to be the best version of ourselves, both at work and at home.

The Golden Rule

Treat others the way you want to be treated, it’s as simple as that.

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