We promise to spend our time listening to you and understanding your personal situation. We recommend solutions that specifically benefit you and your family. We explain every strategy we propose until you are confident that it is the right decision and we are there to help you whenever you need it. In addition, your Dayton and Sydney advisor will help you to plan for a secure life and your family’s future, protect yourself and your family from life’s unexpected events, and provide for loved ones during your life and after death.
Dayton and Sydney financial consultants are guided by a core set of values. We give our clients the highest quality service by developing trust, building relationships, and providing assistance through all of life’s ups and downs. We value our people, make sure to be respectful, take accountability, stay innovative, dream big, and work hard. With these values, we believe you can achieve the very best.
We work hard every day to improve the lives of our clients, our employees, and our community. We volunteer and participate with the National MS Society, Rotary International, LGBT Network, Girls Inc., St. Baldrick’s and Boys & Girls Club. Our mission is to consistently empower our team members to take charge of the future by helping those who need it most.
Core Values
TEAMWORK
Two are better than one. We are partners. A team will always outperform an individual. We seek ways for everyone to win.HIGH TRUST
We are always trustworthy & dependable. We do what we say. We are worthy of the reliance of others.
SERVICE TO OTHERS
We believe in servant leadership by putting others interests first. We see the best in others even when they do not. We are committed to exceptional client outcomes.
HUMBLY CONFIDENT
We always try to be gracious, humble and real. We are confident in our ability to add value. We express appreciation to clients, each other, and our business partners at every opportunity.