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about

At Clerestory, our values help guide us in working with clients and one another 

  • Integrity – at all times, act in our client’s best interest. Be transparent in how our firm is paid and how we interact with related professionals.
  • Listen – to clients and firm team members.  Ask questions to help us better understand one another.
  • Honesty – be open with our communication.  Admit when we make a mistake, resolve the issue, and work not to make the same mistake.
  • Responsiveness - reply to client questions, when possible, within the same day. Provide regular updates for ongoing projects.
  • Education – continue to learn and improve through coursework and interaction with other like-minded professionals.
  • Have fun – enjoy our work with clients and one another.  Maintain a sense of perspective and humor. 

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