Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice through a purposely constructed well-diversified team, valuing diversity of age, race, gender, backgrounds, and skill sets. It is through this ensemble approach we attempt to create ever increasing value to our clients.

We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports their goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.

We believe the foundation of an extraordinary, high performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammates’ unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team member succeeds, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.

We provide:

• Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time

• Resources for career development

• Support for continuous learning

• A full suite of benefits, including, but not limited to health, dental, and vision insurance

• 401(k) with match

• Paid time off

• Flexibility to work in a hybrid format (in office & virtual)