Lori Richardson

Core Purpose

We give people hope in their ability to make a difference…and find significance.

Core Convictions

INTEGRITY:  We conduct ourselves with honesty and integrity and honor God in all we do

• We honor our commitments
• We do the right thing in every instance
• We are honest about what we can (and cannot) do and help our clients find the right solution

RESPECT:  We respect and care for people

• We lead by serving, no matter how great or small the need
• We take responsibility and are accountable for our actions
• We put others first - how?  Add living examples…
• We are aware of each others' strengths and weaknesses and encourage and challenge each other to be the best we can be

COMMITMENT:  We go the extra mile to help people close the gap

• Our clients experience memorable hospitality though highly personalized service given with humility and grace.
• We work hard and listen closely to understand our clients values, dreams and goals; and seek solutions to help orchestrate the big financial picture
• We are trusted advisors who recommend the right products to help our clients identify and achieve their financial goals, and build their net worth and achieve financial peace of mind.  We ensure our clients are always in the right loan at the right time.
• When presented with a challenge, we face it head on.  We believe there is always a way to make something work (if it is in the best interest of the client) and we never give up!

ABUNDANCE:  We operate from a perspective of abundance

• We believe God will provide for those who work for His glory and are grateful for the blessings He provides
• We are intentional in our actions and give more than we receive - without regard to the outcome
• We strive to help our strategic partners identify and achieve the goals they have set for themselves and their business
• We are confident that what we are doing makes a difference

EXCELLENCE:  We have a passion for excellence

• In serving and educating our clients and strategic partners
• In being lifelong learners
• In profitable growth
• In being the best
• We are committed to continual improvement; we recognize mistakes will happen, but we use them as an opportunity to grow
• Every team member delivers excellence in the pursuit of being a world-class team
• We spend time reflecting (weekly and monthly) on what is working and how we can improve