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Why Itasca

Our core values live in every decision that we make and serve as our NorthStar in every interaction that we have.


We believe in holding ourselves accountable to the highest standards of ethical behavior for our clients, our team, and our community by building relationships rooted in honesty and truth.


We believe that our clients deserve the very best out of each person in our organization and it is our promise that every interaction with our team will be handled with respect, understanding and compassion.


We believe that everyone goes further together than alone, and it is with this mindset that we pursue the unlimited possibilities of our team and our clients.


We believe it is our highest calling to make the lives of those we interact with better and are honored for the opportunity to help our clients achieve their best financial lives.


We believe that a commitment to continuous improvement and challenging ourselves to be courageous in the face of adversity, will pave the way to personal and professional happiness and fulfillment for our team and our clients.