"Why would any client want people in t-shirts and shorts managing their largest expense? We dress professional because we get professional results."
Kyle W. Borgman
Founder, Chairman, and CEO
Mondays at Circletree
Our Monday morning meeting is a crucial reason for our success as a firm. Every Monday morning each of our client teams sit down together and discuss possibilities and reasoning behind those possibilities for their clients. What does everyone else at the table do? Simple, they bring up risk factors and what those risks could mean for our clients. This has made decision-making very depersonalized at our firm because those decisions are made collectively. Our clients would feel very safe after sitting through our Monday morning meeting.
Good news, you don't have to "know somebody" to rise the ranks at Circletree! We reward hard working and educated individuals that are forward thinking and support our clients' growth. Every member of our executive team is "on call" for our clients because things can change at 3:00pm or 3:00am. Do you have what it takes?