Who We Are
A Storied Tradition of Setting the Trend
From our firm’s inception in 1982 by Daniel A. Boeckermann and Brad E. Mayer, to its eventual merger with James A. Graftstrom a decade later, all the way to the present day, BGM has been fueled by an entrepreneurial spirit throughout every era of our history.
We’ve understood from day one that, in order to provide an unmatched level of service, our firm would need to match the energy of our clients’ persistent pursuit of innovation and growth. To this end, we’ve continually committed ourselves to setting the trend in relational service, smart solutions, and future focused strategy.
From the creation of our wealth management group, to the founding of a dedicated trusts division, to acquisitions of highly specialized firms in the areas of cannabis, technology, and beyond; we’ve spent decades of careful building to bring together One BGM as a full service financial solutions source able to address the needs of today and prepare for the challenges and goals of tomorrow.
So whether it’s in the form of audit, assurance, accounting, advising, or any other of the specialized services we provide, advancing the growth and goals of those we serve has always been, and will always be, the central thread throughout the story of our firm.
Our Values Guide Everything We Do
Our core values are what guide our daily actions with co-workers, clients, partners, vendors and the communities we live in.
01 Own It
We are honest, accountable and take responsibility with all those we interact with. In action we will:
- Do what we say we will do, on time
- Be responsible for our work from start to finish
- It’s okay to make mistakes; own it and learn from it
- Participate and step-up without being asked
02 Take Pride
We find joy in the purpose our work and interactions bring to those around us. In action we will:
- Notice the positive impact we make in each other’s lives
- Bring a positive attitude to those we encounter
- Have a strong commitment to doing our best
- Strive for excellence
03 Seek Solutions
We stay relevant in our relationships by seeking to understand unmet needs. In action we will:
- Ask questions to better understand
- Listen actively and find solutions
- Collaborate to generate and bring forward new ideas
- Challenge the way we work to make it more efficient, effective and of greater value
04 Care
We engage in relationships of mutual respect that are built on kindness, sharing, and understanding. In action we will:
- Assume the other person has the best intentions
- Be flexible and adaptable, striving for mutually beneficial outcomes
- Be there to support and help others; make their day
- Give the gift of feedback
05 Evolve and Grow
A key to our success is continuous learning and growth of the individuals and our business. In action we will:
- Contribute to the growth of the organization through the growth of our individual talents
- Seek opportunities for learning and development; be curious
- Create an environment where learning is playful and fun
- Recognize when change is the right answer
View Our Values in Action
