Our Mission
We help clients build and protect a better financial future.
Our Vision
To become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders.
Our Values
To partner with clients to form, monitor, achieve and protect their financial goals by coordinating all aspects of their financial lives, making it all work together. As an independent family-owned business for three generations, we have the ability to stay focused on building long-term, mutually successful relationships, without the pressures of having to post quarterly results and put shareholders’ interests above all others. We have a deep and credentialed team of professionals whose independence allows them to provide objective and comprehensive advice. We are committed to and passionate about positive outcomes for our clients. We are big enough to matter, but small enough to care.
Critical Success Factors
Success is the sum of small efforts. Repeated Day In, and Day Out.
Collaboration
Foster an environment of teamwork and collaboration both interdepartmental and across the organization.
Service
Gain and retain customers by providing superior customer experiences.
Value
Demonstrate the value to clients of a one source solution for their financial and protection needs.
Growth
Achieve adequate growth and profitability to maintain independence and long term sustainability.
Improvement
Continuing to constantly improve our technology, expertise, relationships, and procedures striving to be bigger, faster, and stronger everyday.