our core values
During our 2000 company retreat,
every employee was involved with identifying our core values.
These core values are an important part of our company and every employee is encouraged to exemplify these attributes with our clients and colleagues. We also strive to apply our core values to our volunteer work with nonprofits and professional organizations.
EXCEED EXPECTATIONS
"Our hope is to always deliver more than clients expect. We believe that being there at every age and stage and proactively anticipating needs foster productive and meaningful relationships."
– Jason Norris, CFA
ACT WITH UNCOMPROMISING ETHICS AND RELIABILITY
"We always make investment decisions that are in the best interest of our clients, not for financial gains or benefits to our company. By employing best practices and making investments in technology, we make every effort to protect our clients’ confidentiality and privacy."
– Ralph Cole, CFA
ADVOCATE INNOVATION AND MANAGE CHANGE
"We encourage everyone in our firm to advance and execute ideas that address our clients’ evolving needs and help us run our company more efficiently."
– Helena Lankton
FOSTER A COLLEGIAL ENVIRONMENT
"When clients hire us, they work with a team, not an individual. We believe it’s important to create a productive, energized workplace that collaborates and innovates on behalf of our clients."
– Mary Lago, CFP®, CTFA
ENJOY THE JOURNEY
"It is an honor and privilege to serve our clients over the years. Through all we have experienced together as colleagues, we often look back at what we have accomplished with nostalgia and humor, which gives us perspective and motivation for the future."