Core Values

We care deeply about our clients. Our total focus is on helping you define and achieve your financial goals. Shayne Lester is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP^® designation distinguishes him among his peers in the financial services industry. It shows that Shayne has voluntarily met rigorous requirements of education, examination and experience. Shayne abides by the CFP® Board's Standards of Professional Conduct which includes agreeing to a fiduciary standard of care that places his clients' interests before his own.

We see our relationship with you as a partnership and our work toward your financial goals as collaborative. We strive to provide continuing support and advice, and to be to be available, attentive, reliable and proactive. We believe that financial planning is an ongoing process, and the initial financial plan is simply a starting point in a long term relationship.

Open and honest communication is essential in our client relationships. We encourage you to tell us how you feel about the client experience that we offer. We will work hard to address any concerns you may have while maintaining our commitment to delivering the an outstanding client experience. We place a high priority on both keeping our financial knowledge up to date and to effective communication of that knowledge to you.

We foster an enjoyable and rewarding work environment for our employees and recognize their valuable role in the partnership with our clients.

Finally, we value our community and believe in being involved in civic and professional groups that focus on increasing the greater good.