Financial Professional Core Values
Finance is more than numbers and appointments. It's a calling to deal honestly, keep our word, and put people before profit. We're guided by the conviction that how we work matters as much as what we achieve —
Our core values aren't just principles we admire — they're commitments we live out. Rooted in a faith that calls us to honesty, stewardship, and service, here's what guides how we work with every client, every deal, every day.
Feel free to download our Core Values document.
Industry-Specific Reading
True Riches: What Jesus Really Said About Money and Your Heart by Rene Compton by John Cortines and Gregory Baumer
Harvard MBAs John Cortines and Gregory Baumer show readers that peace and contentment are only possible when they invite Jesus on their financial journeys and shift their hearts toward joyful generosity.
Jesus talked a lot about money. He knew that how we think about and choose to use our finances plays a significant role in forming our character. Our handling of money can make us more like him--full of contentment, purpose, and freedom--or it can cause a tragic separation from God and the joy he offers.
In True Riches, John Cortines and Gregory Baumer invite us to explore the words of Jesus and experience the four transformations we must make in our financial journey with Christ: moving from pride to gratitude, coveting to contentment, anxiety to generosity, and indifference to love. Full of scripture, personal stories, and practical application, True Riches offers a simple path away from the empty pursuit of wealth and into deeper relationship with God and a purpose-filled life of generosity.
Faith Driven Investing by Henry Kaestner
You can choose where you live, serve, learn, and give. What about where you invest? What if you could align your investments with God’s heart? Imagine the impact that you could have.
As Christians, we seek to make God a part of every decision that we make―the way we parent, lead, serve, and spend. But what if God has a purpose and plan for the investing dreams that he has given you? A community of ministries, businesses, entrepreneurs, investors, and fund managers have all experienced God awakening a movement, and it’s bigger than simply avoiding “sin stocks.” This movement is all about investing in human flourishing and driving capital into initiatives that stand for something significant. Faith Driven Investing defines this movement and helps you envision how your capital can grow and fund God’s purposes in this world.
The Steward Investor: Investing God’s Resources for Eternal Impact by Donald Simmons
What if we could move deeper through the basic principles taught in most stewardship books, toward achieving the eternal and redemptive objectives of the True Owner?
—The Steward Investor: Investing God’s Resources for Eternal Impact is not just another stewardship book about competent money management or generosity. Instead, using scripture and real-world examples, it helps us discover our duty as God’s money managers and provokes us to invest differently. Challenging modern temporal financial planning constructs, like maximizing financial returns and minimizing risk for ourselves, it shows how we can optimize positive, enduring outcomes for all stakeholders, including employees, communities, and the planet, all while advancing the kingdom of God.