Staff Accountant

Engage & Anticipate

Achieve a mentality of staying aware, acting with purpose while thinking two steps ahead

Intellectual Curiosity: Identify operational issues, priorities, and work thru possible solutions

Comfortable multitasking and balancing priorities

Make it Happen

Don’t limit yourself to the options in front of you. Be resourceful, reaching above & beyond to fulfill commitments to others and yourself

Team player with a willingness to help wherever needed: Help keep the operations of the company running smoothly and efficiently

Able to work independently as self-starter

Do it Right the First Time

Earn a reputation for trustworthy work, solid effort, and quality character

Attention to detail: Details matter. Take pride in completing precise work, by having a strong attention to detail and accuracy. If you don’t have time to do it right the first time, when will you have the time to do it over?

Remain Relevant

We have a duty to serve future generations. Seek growth & embrace change. Remember where we’ve been but focus on where we’re going.

Strong, adaptive technology abilities: Extensive QuickBooks knowledge

Work Hard/Live Right

Strive for maximum effort and tend to matters important to you.

Passion for our business: Not only within the wealth management and financial planning industry, but in providing service to everybody we come in contact with. Our hope is to have a meaningful impact on people’s lives. Learn terms and situations relevant to our industry. Be available to work overtime, as needed, but also take time out of the office to focus on what’s important to you personally. There is more to life than work.