From the beginning, we have built our firm with one simple, guiding principle: build a company that we would want taking care of our family, as if we were the client.  To accomplish this goal, it starts and ends with high-character, ethical people. 

We are continually selectively seeking high-quality people who believe in our client-focused process.  If you are interested in becoming a part of our team, please do not hesitate to reach out to us at info@ballastplan.com and include an updated resume and brief cover letter with an explanation as to how you would fit into our culture, as detailed below.

  

Ballast’s Core Values:

  • Problem Solvers
  • Team-Based Approach
  • Proactive Guidance
  • Accountability Partner
  • Clients First
  • Civically Involved
  • Thought Leaders

 

Our Team Members…

  • Serve others as their financial advocate
  • Establish relationships deep enough to anticipate needs and potential issues
  • Proactively solve problems, rather than merely identifying them
  • Continually grow as life-long learners, with a high level of expertise
  • Desire to work on clients’ behalf with other professionals (tax, legal, insurance, etc.)
  • Enjoy working as a part of a team to create the best outcome for clients
  • Are creative, self-starters who contribute to the continuous improvement of the Ballast experience

 

Benefits:

Similar to our belief of taking care of clients, we believe in taking care of our staff members.  All staff is provided a suite of benefits up and above compensation.  We want to attract and retain the best of the best and benefits are imperative to this mission.