"To build and protect the purchasing power for current and future generations of the community in which we serve."

• To educate our customers and help increase their confidence about the importance and value of owning securities to help address their long-term objectives.
• To design and implement tax sensitive investment management strategies and financial plans which best utilize the resources of our customers to create and maintain a lifestyle they define.
• To make our service superior to any other that our customers have experienced on a consistent basis.
• To be proactive and act immediately when our customers have questions or need help.
• To always take time for our customers because we know that helping them is the most important thing we can do at any moment.