I’ve grown up with our vision and values during my more than 30 years with our company. I’ve never been more confident of our vision and never more certain of our values than today. I have no doubt our company can persevere through any economic cycle and that we’ll be even stronger, even more secure, and even more dependable and reliable for our customers and communities.

Never before in our company’s history has our physical presence meant more for a neighborhood or a community than it does now. Our customers today, more than ever, need a safe, trustworthy, capable financial advisor who can help them plan for and achieve their financial goals for buying a home, providing education for their children, building a business and saving for retirement.

Never before has it been more important for us to see our customers as our friends and neighbors—to make them feel at home, show them we care, make them feel special, give them the right advice, give them value, know them and thank them. If we continue doing all these things well, we’ll earn not just their gratitude but also all their business for a lifetime.

It’s up to us

We have what it takes to be great. We’re brought together under one vision. We share common values that form the basis of a well-understood and effective culture. We enjoy a time-tested business model with proven strategies and goals. We benefit from an operating philosophy that provides sustainable, competitive advantages. We possess the know-how to execute well, and most of all, we have great people.

Our foundation for success can be summarized in three beliefs in who we are and what we do:

  • Our product is service.
  • Our value added is financial advice and guidance.
  • Our competitive advantage is our people.
Our formula for greatness starts and ends with people. Here it is: mind share + heart share = market share.

 
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