Our Company Values
Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach.” We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
President, Woodstock Advisor Marketing Group Inc.
Pursued business degree at Kennesaw State University. Joined Financial Services industry 20 years ago, spending the last 10 years as Vice President of independent broker dealer engaged in personal securities and insurance production. Married to Theresa for 19 years with 2 sons and 2 dogs.
Vice President, Woodstock Advisor Marketing Group Inc.
Graduated B.S. in Economics and Accounting from Jacksonville State University in 1974 and was commissioned an infantry officer in the U.S. Army. Joined Merrill Lynch in 1978 and over the next 40 years working for Wall Street powerhouses Leman Brothers and Oppenheimer among others. Served as Chief Operating Officer for a major FMO for 2 years. Owned his own independent broker-dealer for 10 years. Married to Cindy for 48 years with two grown children, 2 grandchildren, and 4 granddogs. Active in his local church.
Marketing Associate, Woodstock Advisor Marketing Group Inc.
Graduated B.A. in International Affairs with a concentration in International Business from Kennesaw State University in 2006. Joined Financial Services industry in 2013. Married to BJ for 26 years with 3 children, 2 dogs and 2 cats.