• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Jan, 24

2023 Core Value Awards


Passionate | Continuous Learner | Sherpa | Excellent Communicator | Coachable

Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2023 Core Value Awards, recognizing those associates who have shown a commitment to exemplifying our core values and corporate philosophy. 

"One of the things that I am the most proud of is the collaboration that exists within the company. The comradery, the friendship, the willingness that people have to support one another and their clients."

-Brad Martyn, Founder


Congratulations to our 2023 Core Value Award Winners!