Our Mission
Our mission is to provide comprehensive wealth management at the highest level of excellence, competence and integrity to support our clients in accomplishing what they value most in life. We believe that our passion to serve our clients, each other and the community will have an everlasting positive impact on the world around us.
Our Vision
We see a sustainable business that is completely fulfilling a specific calling. Our professionalism, authenticity, integrity and sincerity is not only helping our clients accomplish what they value most in life, but also helping them move from personal success to personal significance. Our approach to holistic, proactive wealth management is making a significant positive impact in people’s lives.
We see a large office space to provide for a thriving business that is financially very successful. Our team consists of several competent Associate Wealth Advisors that are committed to the highest standards of integrity and have complete buy-in to the mission and vision of the organization. There is a robust support staff that consists primarily of LPL registered assistants who are passionate about their roles and working in their positions of strength. Our respect and concern for each other goes beyond a typical business. The sum of all the individuals working toward a shared goal creates an extraordinary synergy that accomplishes great things and is a shining light in the world.
We see a business that understands the privilege and responsibility of making a positive impact in the world around them. This drives us to not only give generously, but also to provide office space and business infrastructure to local and international charities and ministries. Our intention is to give in a unilateral way that does not promote us, but answers to a higher calling. We understand that this positive impact could have everlasting significance.
Our Core Values
Integrity and Trust
We believe that integrity and trust are the most important characteristics that people should expect from us. We believe our word must be as good as gold; always let your yes be yes, and your no be no.
Lifelong Learning
We believe that in order to be competent, knowledgeable and the best at what we do, it is important to have a genuine desire to learn and grow. We strive to be innovative in our thinking, and we embrace learning as a privilege and necessity to excel and thrive both professionally and personally.
Consider Others as Important as Yourself
We believe that this is the “Golden Rule.” Our desire is not to be self-centered, but to be other-centered and have a servant’s heart. Our goal is to be great listeners who are genuinely compassionate and try to understand how people think and feel. We believe that this will allow us to relate better to others and develop authentic relationships that will be sustainable and fruitful.
Stewardship
We believe that what we do is a gift and therefore, we have a deep desire to be good stewards of this responsibility. Team members, clients, charities, ministries, and our families deeply depend on us. We will approach our work daily as if we are “cathedral builders” and not just “brick layers.” We believe that proper stewardship includes having a generous heart. We have been blessed, and therefore, we want to be a blessing to others.
Build a Great Team
We believe that the sum of all parts working together creates an extraordinary synergy that accomplishes great things. We are firm believers that having the right people working together in their positions of strength will not only create a culture of honor, but will also allow us to do an extraordinary job for our clients. Therefore, our intention is to hire exceptional individuals who share our values, and understand and embrace our Mission Statement, Vision Statement and Commitment Creed.
Do the Right Thing for the Right Reasons – no matter the cost, no matter who’s watching.
We believe that this is the measure of an individual’s true character. We live in a world and work in an industry that is full of conflicts of interest, greed, and quid pro quos. Our desire is to always do the right thing, regardless of the circumstances. There will be times where we may make decisions that are not in our best interest, but we will strive to do the right thing, regardless of the outcome.
Have Fun
We work in an industry that can often be stressful and serious as many people rely on us to do a great job. Nevertheless, we believe in the importance of laughter and enjoying each other’s company. It is our intention to balance our professionalism and desire for excellence with fun, laughter and joy. We believe it’s important to take the time to laugh together, pray for one another, serve together and generally do life together.
Positive Attitude
We believe that a positive attitude is derived from a grateful heart. We understand that it is a blessing and a privilege to do what we do every day and it is our intention to embrace each day with an attitude of gratitude. We understand that attitude could make or break a business, a church, or a family, so therefore, we will keep a positive, upbeat attitude.
Commitment Creed
We understand that without our clients, our business will not exist.
We understand that it is a blessing, a privilege and an opportunity to be able to do what we do every day for our clients, and we will approach every day with an attitude of gratitude.
We know that our clients are not an interruption of our work; they are our primary purpose.
We understand that our clients rely and depend on our ability to help them make smart decisions with their money. Therefore, we will stay committed to knowledge, innovation, and excellence to help them accomplish their goals and objectives.
We are committed to operating at the highest level of integrity to do only what is in our clients best interest.
We will stay committed to providing the absolute best service available in the financial industry.
We firmly believe that if we provide the best service and advice at the highest level of competence and integrity, we will help our clients accomplish what they value most in life and transition their personal success to personal significance.