Our Values


INTEGRITY is the relationship foundation that gives clients confidence to know recommendations and decisions are made with their best interests at heart. Integrity includes treating people with the respect, service and confidentiality they deserve. It requires a moral and ethical compass that is rooted in The Golden Rule. Integrity permeates every aspect of your life; every day of your life. In this business, integrity opens the door to being truly CLIENT-CENTERED.

"So in everything, do to others what you would have them do to you..."

- Jesus in Matthew 7:12 (NIV)


CLIENT-CENTERED means providing personalized, high quality service for clients with an emphasis on privacy and security, and by offering “big-city” advice and technology with “small hometown” service. It means “doing business” should be as easy as possible, and recommendations and explanations should be understandable and educational. Technology is used to the extent you are comfortable in using it, but technology is simply a tool to make life easier and can’t replace the personal touch of a one-on-one relationship. Client-Centered means having the INDEPENDENCE to offer personalized advice.

"Nobody Cares how much you know until they know how much you care."

- Neil Sorum (Nathan’s Dad)


INDEPENDENCE means being in a position where we can focus on what is best for clients by having access to a huge array of products from scores of companies. It also means working with clients in the way they are most comfortable and fits them the best. We offer both fee-based and commission-based services because we want to give clients a choice. We believe people are smart enough that given full disclosure as to the pros and cons of both, they can make the best decision as to what is right for them. But independence requires responsibility, and greater responsibility demands greater WISDOM.

"Independence isn’t doing your own thing; it’s doing the right thing on your own."

- Kim John Payne


WISDOM comes from the combination of knowledge and experience, used to design customized, creative and effective strategies for each client’s circumstances. Your financial situation is unique regardless of age or life stage, and the one-size-fits-all mentality of mass media advice doesn’t address your specific needs and goals. Wisdom is a catalyst to help clients pursue their financial dreams in an ever-changing, complex financial world.

"Education without values, as useful as it is, seems rather to make a man a more clever devil."

- C.S. Lewis

Big City Advice – Small Town Feel

BIG CITY ADVICE – SMALL TOWN FEEL is where we work to create an environment in which you feel comfortable and “at home” talking about your finances and how to shape your finances to fit your priorities. We strive to deliver “BIG CITY” ADVICE – advice and capabilities on par with the largest of firms - while maintaining the “SMALL TOWN” FEEL where you know that it is – and has been for the past 30 years – all about YOU.

"When your values are clear, your decisions are easy."

- Roy Disney

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