OUR CORE VALUES
WE MAKE IT HAPPEN
In order to get things done, you are going to have to work hard and utilize all core values.
WE BUILD LASTING RELATIONSHIPS
People are not tasks. Place additional effort into fostering a healthy relationship.
WE SUCCEED TOGETHER
The success of the collective depends on the efforts of the individual
WE ARE FINANCIALLY RESPONSIBLE
Be efficient in your investments and expenses. It is your money, too.
WE NEVER STOP GROWING
Never be satisfied. Continue to take
on new challenges.
WE KEEP EACH OTHER INFORMED
Correspond with others the way that is best for suited for them, then over-communicate.
Sales and Investment Team
Regional Vice Presidents
Houston Regional Manager