“We make a living by what we get but we make a life by what we give”

- Winston Churchill

Our commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local community in which we live and work. Our community involvement through charitable organizations, local businesses, and civic events is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many. We genuinely connect with our community. We are more than just a source of funds, we are truly advocates of the organizations we engage. We give our time and talent by working on their boards and being on their committees. We participate in their events as well as often host their events. We promote them on social media to show our love and support. We volunteer, trade ideas, and encourage others to get involved!

Here are the current beneficiaries of our community engagement:
 

 

 

 

 

 

 

 

Visit our Facebook page to learn more about our community involvement