Values, Purpose & Mission

Core Values

Trust & Respect
Develop, nurture, and maintain trust and respect with all stakeholders; clients, suppliers, employees, shareholders, and community.

Be creative, explore and take risks to be better than we are now.

Have fun
Laugh hard, live fully.


Our Purpose

For clients
Put our clients at ease by managing their risk of loss and reducing the stresses associated with that responsibility and process.

For employees
Provide opportunity for individual fulfillment via group achievement.

For our community
Allow individual and business achievements to progress, unintimidated by the unknown.


Mission Statement

To build a growing, profitable company that demonstrates a level of service higher than industry standards and delivers it in a professional way to our clients. That means offering the best products available and providing knowledgeable advice, so clients know that they have an advocate, and their assets are protected. 

We will create, nurture and maintain a positive working atmosphere and culture. That means encouraging our people to be industry educated, innovative and client focused. In addition, our mission is to have enjoyment and fulfillment by working together to accomplish our individual and group goals.