Dedicated to growing and protecting your wealth.
Cultural Values
Every company has a unique culture. Just think of IBM and Apple. When you think of IBM, you think of professionals dressed in blue suits. When you think of Apple, you think of a free-thinking and very casual work atmosphere that fosters innovation.
So every firm has a culture whether it is by default or by design. Here are our 10 cultural values that shape our culture:
God & family first. We want our associates to work to live, not live to work.
Integrity & confidentiality. When we say we’ll do something, our clients can bank on it; and everything is private.
The client is our employer. Our clients are our real bosses. We are here to serve them.
Do it right the first time. There is plenty of room to make mistakes, but not with a client’s money. It is easier to get it right than to fix it.
Deliver more than what is expected. We want to under promise and over deliver. We want to deliver an exceptional personal level of attention to our clients
Continuous improvement. I am a tinkerer. I am always testing things and trying to see if we can do it better, cheaper, faster, etc. I also expect our associates to seek ways of improving their areas of responsibility and the firm as well.
Leverage technology. We want to maximize modern technology to improve our offering and the way we do business. High tech, however, should never be at the expense of high touch.
Systematize everything. By making sure we have systems in place, we can deliver consistent service with less potential for errors.
Document everything. Every conversation or action relating to client must be recorded. This is not just for regulatory reasons. If one of us gets a call from a client regarding a certain ongoing situation, the details of what has already occurred are easily accessible.
Give back to the community. We are blessed to have a thriving business. We believe in supporting charitable causes, especially local ones, to help those who are in need.
These are our cultural values. I hope you agree they do shine through in what we do.