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Mission, Vision & Core Values

Mission, Vision & Core Values



By linking tax-conscious investors with community-minded developers, we revitalize spaces for better places to live, work, and play.

Mission, Vision & Core Values



We aim to become the southeast’s most sought-after tax credit advisors, known for a distinct portfolio of opportunities that responsibly transform every community we touch.

Core Values
Be Trustworthy

Earn the trust of others by following through on every promise.

Be Responsible

Be the one who takes action, accountable to make sure each task is done right.

Be Others-centered

Proactively seek to help those around you, sharing what you know and putting their needs above your own.

Be Resourceful

Search out new solutions, initiating collaboration to accomplish more together than you could alone

Be Honest

Always be truthful, regardless of the cost, living consistently no matter if anyone is watching.


"Let’s start talking about using tax credits to make our community a better place.”