OUR VALUES2017-12-21T21:21:30-08:00


INTEGRITY – We work together as a team and we keep our promises.

COMMITMENT – We are committed to providing close, personal attention to our clients.

PRIDE – We take pride that our guidance is based on 30+ years of expertise and financial acumen.

RELATIONSHIPS – We believe in the value of relationships and our client relationships are partnerships.

INVESTMENT – We continually invest our time and resources in professional continuing education and equip our team with state-of-the-art computer technology.

GRATITUDE – We are grateful for the confidence our clients have in our knowledge, our abilities and our expertise and this is demonstrated when they work with us year after year.

EXCELLENCE – When things go wrong, we look carefully at what went wrong, change what we did the first time, and try again by applying what we learned.