About

We are a successful firm and have a long history, but we believe that there is more out there our firm can do rather than just the day to day work. We are committed to working on our firm, not just in it. We realize and embrace the idea that we can make change for the better with every decision and every opportunity presented to us. We want our firm to be something more and we want the next generation to make it even more than we have, so we are committed to an open and agile approach to our future. We have renewed confidence we didn’t have before to make changes to our firm. We will not settle for good, we want great!

The goal of our strategy is not to forecast where the market, our clients or our firm is going, but instead to create an agile and responsive organization which will adapt to change while helping to shape the future.

Planning is bringing the future into the present so that you can do something about it now. We take responsibility to do that for our people, our clients and our community.

A clear vision of the desired future of our firm is essential if we are to become a truly high performing firm. This requires our firm to stretch both our expectations and our personal performance.

There has to be direction and purpose to every effort. Our process forces us to consciously think and strategize about what we are doing, where we are going, and the steps to take as opposed to simply operating without a plan. This is about strategic thinking, not just strategic planning.