Our Core Values

Our shared commitment to these core values shapes every colleague’s attitudes, responses, and daily actions.

null

What Drives Our Colleagues?

Extraordinary Service I am engaged in my clients' needs and proactively make sure they get the right products at the right time. I look "outside the box" to find creative ways to help ensure they are satisfied.

Adaptability I'm focused on the client experience regardless of the environment. I recognize that markets constantly change and see this as an opportunity to embrace and execute innovative ideas. Instead of resisting change, I visualize the positive results that will happen.

Teamwork A great team enables me to focus on what I do best and multiply my value to others. Teamwork allows me to become part of something larger, creating more satisfied colleagues and clients, thereby generating positive results and producing value for our shareholders.

Communication I openly discuss issues with my colleagues to work through challenges with them. Bonds of trust are established with my clients and prospects because I communicate frankly and honestly with them.

Development I grow as an individual and develop a successful career path when I participate in opportunities for education and cross-training.

Accountability I own my actions and the outcomes of my work — both good and bad. Instead of waiting for someone else to do it or speak up, I take responsibility to make sure that work gets done, and ultimately that it best serves the client.

Community I am actively involved in causes with impact and am proud to give back to the communities we serve. I look for ways to help the less fortunate through volunteering my time, energy and money whenever I can.

Respect I put myself in the other person's shoes, whether it's a client or a colleague. Showing that I care about their concerns, their personal life and their success brings us closer together.

Forbes2019