Strong character and integrity? Driven by your goals? Highly motivated but a team player? Let’s talk!
We serve our clients as a collaborative team because we believe that two are better than one. And in the world of Financial Life Planning, plans fail for lack of counsel, but with many advisors they succeed.
Triune Team Members . . .
Thrive as part of a team: in business for yourself, not by yourself
Enjoy learning and have a coachable attitude
Are driven, competitive go-getters
Truly want to make a positive impact in the lives of the people we serve
Are committed to faith, community and family
As a Company, We . . .
Focus on planning and advising, not products
Carry the entrepreneurial spirit and cast big visions
Steer clear of cold calling and build business through relationships
Use a fee-based structure so clients always know what they’re paying
Stand on our legacy of expertise and foundation of experience
Ready to Join the Team?
Please fill out the form below and a team member will be in touch.