God First. Others Second. Ourselves Last.
This belief is the foundation for all the others and emphasizes our commitment to our faith and relationship with God above all else, serving as a framework for making decisions and navigating day-to-day decisions in a way that reflects focusing on others, creating interconnectedness and purpose beyond self-interest. It also means we respect and honor our role as stewards — for God and for our clients.
Be the Golden Rule and the Fiduciary Standard:
The Golden Rule: Treat others how we would like to be treated.
Fiduciary Standard: Client interests always come before our own.
Exceed expectations.
This belief reflects our commitment to serving at the highest commitment level possible. It means listening to understand. It means being lovingly direct — telling folks what they need to hear, not just what they want to hear. It means answering the phone whenever possible or returning calls as soon as we can. It emphasizes striving for excellence, delivering high-quality results and adding value beyond what is required. It means continuously improving and approaching every task with genuine intention, thoughtfulness and care.
Relationships matter more than returns.
While financial returns are truly important, relationships take precedence. Strong performance builds trust, but success is measured not just by returns, but by how they are achieved — ethically, collaboratively and with careful risk management. It means valuing personal connection over pure returns, ensuring sustainable success through thoughtful, principled decision-making.