Values
Courageous Authenticity
When you get real, you get results. Be honest with yourself and others about who you are and what you want, even if your truth is messy or scary.
Gratitude & Abundance
True wealth has less to do with an investment balance and more to do with a balanced state of mind. In all that we do, we seek a positive perspective about possibilities. You have enough. You are enough. And for that, we’re thankful.
Cultivating Community
We love supporting and connecting communities that are important to us. People: When we can foster a sense of belonging for others, we celebrate success. Place: We don’t just work in Dexter, we live, play, and invest in Dexter. Profession: Growing an inclusive financial planning and investment community is a gift to our collective future.