Core Values:
- Treat each person, family and business we serve as being completely unique, special and deserving of the highest level of fiduciary standard of care
- Educate those with whom we interact; sharing the knowledge and expertise we have gained through both formal education and years of experience
- Uphold the highest standard of ethical behavior, honesty, trust and professionalism
- Follow prudent investment practices and disciplined adherence to each client’s investment plan
- Invest in our community through generous gifts of our time and our resources