Our Core Values 

Integrity Above All

We do the right thing, even when no one is watching. Financial services depend on trust. Clients need to know our advice and actions are rooted in honesty. 

​

Client Centered Service 

We serve people, not just policies & portfolios. Help others first and the profits will follow. 

​

Excellence in the Ordinary 

Details matter. Pursue excellence in everything we do. 

​

Lifelong Stewardship

Educate, empower and equip our clients to make wise financial decisions. We are not sales people, we are guides. Our work matters. 

​

Fear Not 

We never make decisions based in fear. We know who is in control, through different economies and markets our mission never changes. Always help people and the profits will follow. 

​

Momentum Theorem 

Focused intensity over time multiplied by God’s blessings creates unstoppable momentum. 

​

Family & Faith Balance 

We strive to create healthy families, personal well being, and meaningful work. Family is why we are here and God is why we can do the things we do. Don’t forget that. 

​

Shoot Sacred Cows 

We challenge outdated processes and ask why not do it better? We encourage innovation and flexibility to stay current in an ever changing world. 

​

Never Settle 

Persist when others quit. Go the extra mile for clients and each other. 

​

Share the Profits 

We win together and lose together. 

​

Self Employed 

Act like you own the place. Take initiative, own outcomes, and drive improvement. We all care and take responsibility like we own the place.