Our Culture

It’s all about the client

Our clients are the motivation behind everything that we do. We listen, go above and beyond, and just like the old saying, treat people the way we’d like to be treated. We are problem solvers and do what we think is right by our clients, always. While we know that we can’t control every outcome, we have a rigorous and thorough process that we utilize in all that we do. Our method is marked by efficiency, adaptability, and thoroughness.

We celebrate each other

As a group, we sincerely enjoy each other’s company, are interested in each other’s lives, and challenge one another every day. We know that our team is our most valuable resource and like to celebrate wins both large and small (sometimes with cake). We are energetic, passionate about our work, and truly thrive in the collaborative environment that we’re lucky to have. We are young and casual in our approach and while we take what we do very seriously, we don’t take ourselves too seriously.

We celebrate our clients

Whether it’s a new grandbaby, a new home, a milestone birthday, or a retirement, we love celebrating our clients. And since a satisfied client is our ultimate goal, nothing makes us happier than seeing them realize their dreams. When it comes to giving gifts for special occasions, we try to take a personalized approach whenever possible, aiming to make our clients feel appreciated and heard.

Do the right thing

Our communication with clients and each other is always marked by honesty. We do what’s best for the client, not what is easiest for ourselves. When we don’t have the answer to a question, we commit to finding one. If a mistake is made, we take ownership of it. Just as C.S. Lewis said, “Integrity is doing the right thing, even when no one is watching.” We believe that and always try to live up to those words.  

Support our community

This community contains our clients, our families, and our friends. We believe in being a company that is community-driven and gives back whenever possible, whether that’s through donation drives, planting trees around our office, allowing our employees to volunteer during work time, or sponsorships.

Never stop learning

We believe that competence and expertise are a lifelong journey, not a destination.  Our desire to add value for clients motivates us to stay current on our knowledge and to always be looking for ways to improve every aspect of the client experience.