At Hamilton Capital, our Core Values have been instilled into our culture since day one. It’s what we look for in a potential new team member and a quality we see in our current team.

We have carefully assembled a highly experienced group of financial advisors, portfolio managers and client support staff who live our values each and every day. For us, it’s all about serving people well – no matter the stage of life.

Each year, we select team members who exemplify our Core Values and are dedicated to serving our clients. In 2019, those winners are:

  • Wendy Ruffing – Serve First
    We always put the interest of the client first, and act with a service mindset, fully aligned and transparent in all that we do.
  • Savun Phommalee – Be Insightful
    We build our global perspective and expertise and use our insightful financial strategies to help our clients see their future more clearly.
  • Adria RosebrockGuide Forward
    We proactively look over the horizon and focus on the future with our clients’ goals in mind.
  • Christian Ross – Collaborate
    We listen intently, seek to understand the deeper purpose, and then act for our clients with a committed team of professionals.
  • Mallory Ferguson – Make it Happen
    We are accountable to our clients and our teammates to find the solution, commit to action, and own the results.

Congratulations to the 2019 Core Value Award Winners!