FOUNDING PARTNERS
Irene Wharton
Frank Gladden
PRINCIPLE CENTERED FIRM
We are not interested in transactions. The nature of our industry and the culture of our firm require us to focus on relationship building and not order taking. We are genuinely interested in our clients, and our desire to provide effective solutions is authentic and supersedes our desire to make…
We maintain a proactive state and prepared to make quick decisions upon noticing problems. Our proactivity is demonstrated by addressing problems with our clients early in the process to avoid delays in performing our expected service. In between stimulus and the proper response, there are critical decisions that have to…
We cultivate and nurture creativity in our firm. We value the creative output of our team and their ideas constantly help us in improving processes and systems, creating strategies to grow profits, implementing new methods of showing our clients how much we appreciate their business, and most importantly, they help…
After evaluating the needs of our clients, we pride ourselves on the ability to logically evaluate those needs and structure sound solutions based on a solid foundation of industry knowledge. Our strong and unique ability to approach our clients’ needs from a logical paradigm has strengthened our relationships with capital…
Our clients expect us to “mean what we say” and “do what we say we are going to do” and we intend on exceeding this expectation by not making decisions that will jeopardize our credibility and character, so we will earn the trust of our clients. We fulfill our client…
We will always be honest with our clients even it means us losing a transaction. To be authentic to the relationship and to be dishonest are not congruent. Our philosophy requires a firm connection to reality and honesty is a byproduct of a company with a strong reality focus.
We live in a changing environment, and the marketplace is just as dynamic as the changes in our culture. Companies must have a foundation of principles to be effective in our knowledge-based economy. Without principles, organizations are reactive to change and not responsive, but our principle-centered firm prioritizes “service above self”. We offer clients a high level of proactivity, a win-win relationship, we consistently practice honesty and integrity, and we never take advantage of our most treasured resources; our clients, capital and credibility. We aggressively compete in our industry by utilizing a logical-thinking method of evaluating our clients’ needs while being creativity when structuring solutions.
