Diversity, Equity, and Inclusion

We believe that diversity, equity, and inclusion drive value for our employees, clients, and stockholders, and enable us to better serve our clients and communities. Every individual and business deserves the opportunity to have a healthy financial future. By welcoming diverse perspectives, experiences, and approaches, we are better positioned to achieve our mission of positively impacting our clients’ financial futures.

Our fundamental beliefs guide our approach to diversity, equity, and inclusion, both within the workplace and in our communities. These long-held beliefs — do the right thing, cherish people, empower with knowledge, serve with passion, respect everyone, and embrace change — lead every interaction we have with each other, our clients, and our communities.

Our fundamental beliefs to respect everyone and cherish people acknowledge that mutual respect is an important building block of good teamwork. We enjoy a workplace that emphasizes trust, respect, and compassion. We value employees, empower them to positively support our business objectives and take care of clients, and recognize individual and team contributions. We believe individual differences enhance our culture. We strive to further build a truly inclusive culture by recruiting and retaining a diverse talent pool; increasing employee engagement through professional development and community outreach; and offering personal growth opportunities and diversity training. We are committed to a nondiscriminatory approach, providing equal opportunity for employment and advancement, and treating our clients equitably.

Our empower with knowledge and embrace change fundamental beliefs express our commitment to maintaining a forward-thinking, adaptable business outlook at all levels of the company. We welcome expressive dialogue, distinct talent, and the unique perspectives gained through various experiences and backgrounds, and we recognize how this supports our promise to guide lasting financial well-being for all clients.

Through our serve with passion belief, we foster a culture of service that encourages employees to give back to their communities in ways that are important to them. Through our charitable giving programs, we provide financial education and philanthropic support to improve the health and wellbeing of the communities in which we live and work.

We recognize there is always more we can learn and do. By regularly evaluating our strengths, identifying areas for improvement, measuring results, and engaging a top-down implementation strategy, we aim to continually improve our company’s approach to diversity, equity, and inclusion. We are committed to always doing the right thing for our clients, employees, and communities.