Broker Check

A career that lasts

We don’t predict the future. We prepare you for it. This holds true for your career.

Our firm-wide focus on our client’s interests drives our commitment to finding financial professionals who align with our values – excellence, mutual respect, doing the right thing, continuous learning, community involvement, and work/life flexibility.

Our Commitment

Excellence— Bringing intention and integrity to every client and team member interaction are central to excellence. Our professional development structure builds upon this foundation with innovative solutions that empower you to experience long-term career success.

Mutual Respect – We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you’ll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures.

Doing the Right Thing – We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development.

Continuous Learning—Team members gain a competitive edge leveraging technology like The Living Balance Sheet®. Our Managing Directors provide 18 to 24 months of one-on-one training while offering certification and licensing opportunities to help you become established as a trusted financial advisor.

Community Involvement—We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally-recognized non-profits including but not limited to United Way and Habitat for Humanity as well as volunteering with local organizations.

Work/Life Flexibility – We are mindful and supportive of the personal priorities of our team members. We want you to stay fulfilled and engaged in life outside of our firm in order to stay motivated as an advocate for our clients.

The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian.© Copyright 2005-2022 Guardian.