Our Values


Client Centered

  • We anticipate & address their wants & needs
  • We are obsessed with the success of our clients & their communities
  • We create value by listening and being heard
  • We are humble and gracious


  • We maintain an independent & pragmatic perspective
  • We never compromise ourselves, our clients or the firm
  • We preserve our client’s confidences
  • We do what’s right, always

We’re All In

  • We desire to be servant leaders within our industry and our communities
  • We are committed to each other and the firm’s success
  • We must be relevant practitioners & consultants
  • We cherish intellectual growth & have a sense of urgency
  • We are stewards of our assets

True Partner

  • We create an unrivaled environment for exceptional people
  • We strive to have a diverse team within a fair & caring meritocracy
  • We have an obligation to develop one another
  • We welcome sincere dissension and contrarian views
  • We encourage collective greatness over individual accomplishment

Positive Spirit

  • We are passionate about being trusted advisors
  • We thrive as energetic entrepreneurs
  • We are selective in what we do and with whom we do it
  • Our environment promotes flexibility & happiness