Jeff Presley

When you blend together my admiration of great leaders, my hopelessly analytical brain, my motivation to give, and my desire to improve in all areas, you'll find someone who is rarely satisfied for very long, who endeavors to be shown an exemplary citizen, who needs to find people he can inspire, and who insists there must be a better way to do just about everything.

This is a bit of a haunting curse to me, but could serve you very well when harnessed for your benefit and channeled towards your improvement. I strive to become the primary advisor for all of my clients, serving as liaison to and coordinator of the various professional expertise they employ. Why not have them all pulling in the same direction? In a world of 'highs and lows', it's important to keep a steady vision while adapting to change. We have become a society biased towards action, often driven by a herd mentality, and sometimes just sitting still and biding time proves to be the best course. Knowing when to act, what to do, and why is the key. I want to earn your trust.

I provide advice to taxation-sensitive, successful people who desire personal risk and wealth management strategies via comprehensive financial planning for their businesses and their families. I serve as an advocate for my clients, keeping their agenda ahead of all others.

How many ways can you imagine your life being simpler? More fulfilling? More fun? Just plain...better? Let's team up together and get you there...on purpose.

Investment advice is offered by First American National Investment Advisors, LLC (FAN Advisors), an SEC Registered Investment Adviser. Insurance and annuity products are sold separately through J.M. Hill Advisors LLC.

All written content on this site is for infomational purposes only. Opinions expressed herein are solely those of Jeff Presley.