Social Responsibility and Community Involvement

We promise to always act with integrity, never sacrificing our clients' or our advisors' interests for the sake of our own. We hold ourselves responsible not only to our clients but also to our communities. During the past three years, we have donated over $75,000 to organizations created to make the world a better place. Here are a few of the events and organizations in our community for which we have made a personal or financial dedication: