Our Responsibilities
WE UPHOLD OUR FAMILY'S PRINCIPLES AND RESPONSIBILITIES TO OUR CLIENTS
- We treat everyone with care, respect, and professionalism
- We provide accurate, thorough, and timely services within reasonable expectations
- We maintain integrity and put ourselves in our clients’ shoes: we never recommend a product or solution that we wouldn’t consider for ourselves or recommend to our own family members
- We do everything in our power to safeguard your accounts and confidential information
- We believe in transparency: we disclose our costs, communicate financial products and concepts clearly, and encourage questions
- We take ownership of our work and advocate for fair and prompt resolutions on our clients’ behalf when dependent upon outside servicing
- We recommend other professionals when necessary and don’t receive compensation for referrals
- We maintain compliance through our license renewals and professional designations, with spotless disciplinary records on FINRA’s BrokerCheck
- We keep up to date with current events and enjoy learning about our industry, nation, and world
- We practice what we preach when it comes to our own financial health and the well-being of our team members
As our family tree grows with the next generation of leadership, we work to remain grounded by our values and deep roots in the community, and a desire to positively impact our world.
Learn more about our commitments to employee development, civic engagement and community outreach.











