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Guiding Principles & Core Values

Guiding Principles:

  1. Operate a sound, efficient, growing, and highly profitable company.
  2. Identify and respond to our internal and external customers’ needs and expectations in an ever-changing financial environment.
  3. Provide 21st century financial solutions to our customers that are designed to meet their current and future needs.
  4. Provide an attractive return for our shareholders.
  5. Furnish positive leadership for the well-being of all the communities we serve.
  6. Continuously develop a challenging and rewarding work environment for our employees that focuses on working as a team.
  7. Conduct our work with integrity and professionalism.

Core Values:

  1. Build personal relationships based on honesty and integrity.
  2. Treat people fairly and speak with candor and care.
  3. Develop people to their highest potential.
  4. Coach for improved performance.
  5. Show a passion for winning.
  6. Act like business owners.
  7. Celebrate individual and team successes often.
  8. Communicate with strategic purpose and aim for consistency.
  9. Hold ourselves and our teammates accountable for results.
  10. Always use good, sound judgment when engaging with customers and seek help with decisions when we are uncomfortable.


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