Company Culture

There are three things that are critical to perpetuate our business – great employees, satisfied clients, and a strong financial performance. Without great employees, we cannot develop the consultants and leaders essential to serving our clients and reaching our financial goals. Without satisfied clients, we do not exist as a firm. To keep the clients we have, the best marketing that we can do is to satisfy our existing clients since 80% of our business is repeat business. Providing an attractive shareholder return helps us retain key employees and motivates employees to desire firm ownership.

• Invests in self-improvement and continuing education
• Provides autonomy and responsibility
• Makes decisions through consensus
• Offers flexible work hours and environments
• Socializes within and outside the office
• Promotes from within
• Is an employee-owned firm
• Has a leadership and ownership transfer program
• Leads the industry in research and development
• Demands excellence, competency, and continuous improvement
• Has staff turnover below industry average