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


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.