Who We Are?

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We believe a team's dynamics are more important than the talents of the individuals who make it up. Our values are made of 5 simple beliefs. We encourage and value real time open communication.

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Our growth depends on one another, hence we require dependability. 

We are very structured and focus on clarity. This trust is built by agreeing on a team and an individual basis on clear roles, plans, and goals.  

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We give each other meaning, pushing one another to new limits.  

We live with purpose, we fundamentally believe that what we are doing matters and as a team we are making a tangible impact. 

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Why Choose PRESENT?

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We love what we do, some might say a bit too much, and we bring enthusiasm and commitment to every client we work with. Put simply, if you want a team of advisors who care about your needs and goals, choose Present.

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We have built a successful clientele focused on the following factors:

 

We listen.

We are passionate.

We have more than 50 years of combined financial experience. 

We are partnered with over 100 top insurance carriers, providing with the most suitable strategies for each of our clients. 

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