HONESTY AND FIDELITY ARE THE KEY TO OUR BUSINESS. WE ALWAYS KEEP IN TOUCH WITH CUSTOMERS AND ARE COMMITTED TO PROVIDING THEM WITH THE HIGHEST LEVEL OF SERVICES

We believe everyone embracing the values of the firm will do what is best for the client, each other and the business. 

  • Expects people to perform their job and be accountable.
  • Demonstrates openness and honesty in business relationships.
  • Eliminates the fear of breaking away from familiar ways of thinking and acting.
  • Shares information freely in all directions, both good news and bad news.
  • Does not look for or assume motives beyond those stated by others.
  • Respects and honors matters of confidentiality.

We recognize the potential for teams to produce superior results over what team members could achieve as individuals.

  • Believes that teaming is the balanced involvement of all relevant functions.
  • Aligns personal work and team activities to optimize contribution to the divisions.
  • Accepts and supports team decisions after individual views have been expressed.
  • Resolves disagreements within and between work teams by doing what is best for the enterprise.
  • Contributes to the success of others by helping others solve problems, meet deadlines and work effectively.
  • Openly shares relevant information.

We recognize time as a competitive advantage.

  • Places a high priority on time.  Delivers work on time to both internal and external customers.
  • Works to reduce time required to perform assigned tasks.  Removes needless steps.
  • Errs in the direction of moving too fast, rather than moving too slow.
  • Acts quickly to accomplish our goals and meet our commitments.
  • Assesses the situation and acts accordingly.
  • Responds to questions and issues immediately or as soon as appropriate information is collected.

We believe people must work in an environment where they feel enabled to make decisions that contribute to client satisfaction and performance of the firm.

  • Defines the boundaries of accountability and freedom to act, but remains flexible to meet changing business needs.
  • Balances decision making authority and responsibility.
  • Drives decision-making authority and responsibility to the lowest level of competency.
  • Seeks and shares information with others on decisions that affect them.
  • Provides opportunities for employees to develop new skills, expertise and perspective.
  • Understands how individual work impacts the firm’s success.
  • Develops the capability of others through active mentoring and coaching.

We accept and encourage informed risk taking.

  • Nurtures risk taking in the workplace.
  • Recognizes failures associated with reasonable risk taking should not be punished but used as an opportunity for improvement to the underlying processes.
  • Demonstrates the courage to speak freely and challenges the status quo to stimulate change and make decisions to move us forward.
  • Challenges prescribed methods and procedures to better serve the customer.
  • Recognizes the real risk to business success lies in not challenging and improving processes.
  • Offers recognition for informed risk taking.

We recognize everything we do as a process that can be eliminated, simplified or improved.

  • Asks “How can it be improved?” rather than “Does it need to be improved?”
  • Recognizes the value of change for improvement.
  • Focuses on problem prevention rather than problem resolution.
  • Evaluates changing technology and optimizes its use.
  • Recognizes redundancy and waste must be eliminated.
  • Eliminates unneeded processes (practices/systems) without concern for impact on specific job assignments.
  • Accepts self-development as a process that needs continuous improvement.
  • Recognizes processes as the key to performance improvement.
  • Makes decisions based on need or opportunity, not precedent.

We delight our clients by exceeding their expectations.

  • Listens to clients.
  • Actively solicits input from clients for important decisions.  Always assumes the client has something to contribute.
  • Always asks, “How can I better serve the client?”
  • Responds with urgency to clients’ feedback, including both complaints and suggestions.
  • Delights the client with quality and service that exceeds competition.  Increases client loyalty to our services by always going the extra mile.
  • Effectively represents the interests of the client.  Is willing to “go to bat” for clients.

We deliver what we promise to each other and to our clients.

  • Recognizes action rather than rhetoric as the true measurement of commitment.
  • Promises only what can be delivered.
  • Demonstrates personal commitment to continued learning and upgrading of skills.
  • Communicates the impact of change to base assumptions used to make commitments.
  • Accepts obligation to continuous improvement.