FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Jan, 23

2022 Core Value Awards

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Passionate | Continuous Learner | Sherpa | Excellent Communicator | Coachable

Each year we meet at our annual all-hands meeting to learn, share, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2022 Core Value Awards, recognizing those associates who have shown a commitment to exemplifying our core values and corporate philosophy. 

  • Ron Barker
  • Don Cain
  • Bob Palmerton
  • Jim Zins

 

 

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