Teamwork
We are a group of experts who approach every client, opportunity, project or problem as a team. We celebrate our successes and evaluate our shortcomings together; there is no room for hubris nor finger-pointing. We treat each other with respect, care, and support. We are each other’s cheerleaders.
Accountability
We operate in an efficient, mobile-enabled accountability model. Through this model we work as a team to develop goals and create clear priorities. We simultaneously give each team member autonomy in their work to execute team priorities while holding each other accountable for achieving our goals.
Reward
Our compensation structure reflects our focus on client service. In our industry “new accounts” drive the financial success many firms and their employees. This can quickly turn a client into a number rather than a relationship. Our team is salaried. Earning bonuses, profit sharing, etc. are the result of team successes.
Retirement Advocate
Support our Retirement Plan Consultants & Directors through the preparation of quarterly client materials and aid in the analysis, data collection, and review of major retirement plan events.
Learn MorePrivate Wealth Advisor
Lead relationship management and financial planning of our private wealth management individuals and families. Expertise in financial planning, tax strategy, estate planning, etc. required. Business development responsibility included.
Learn MoreClient Advocate
Support our advisors and build relationships with our clients through an associate position assisting with financial planning, portfolio management, account oversight, and industry exposure.
Learn MoreIntern
Gain exposure and learn about the corporate retirement plan or private wealth management industries through an internship position on our team.
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