Our annual business planning retreats is a time for all of our advisors to meet for 3-4 intensive days of reviewing and celebrating the past year, while setting goals for the year ahead.
Our Culture: The Team
As you may have noticed, we place a strong emphasis on our team. Whether it is through a branch outing, a staff Christmas party, community involvement, or a team meeting, we encourage team participation because we believe the team is our strength as a firm. We believe the team is what sets us apart in a competitive industry. Relying on the strength of the individuals that make up our team, we believe we have the ability to better help our clients navigate the path to a better, more secure future.