PID 674

Our Purpose

Where is the purpose?

We build life-changing relationships through love, gratitude, and world-class advice.


Humility is putting the needs of others above ego to do what needs to be done to raise the bar for both our team and our clients.

– Bri Prosser


Collaboration means working together not only to accomplish the task at hand, but to lift teammates up in the process. True collaboration involves seeing the value everyone has to bring to the table, and always offering your best.

-Jenny Hagadorn, CFP®


Being your authentic self to clients and coworkers – not trying to be something you’re not. It requires honesty and doing what you say you’ll do to build trust with those around you. What you see is what you get!

-Jonathan McAdams, CFA


Being purposeful means living and acting with intention daily, ultimately making each interaction with a client or team member meaningful. It may feel small in the moment, but it may represent a mountain for the person you’re interacting with.

-Garrett Hyer, CFP®

High Energy

High energy to me means putting your energy into each task with both positivity and enthusiasm.

-Brittany Orr, RICP®


What is something that could cost you nothing monetarily yet mean the world to others?  The practice of being truly grateful for your blessings offers endless opportunities to positively impact others and yourself at the same time.  Take time to notice the good things, and then truly be thankful for each one.

-Erik Mizell, RICP®, CFP®