Our Team

John is a CERTIFIED FINANCIAL PLANNER (CFP®) and Senior Partner of Presley Beane Financial Services. He has been serving in the financial industry for over 35 years. John specializes in financial planning, with a focus on...

In addition to being a CERTIFIED FINANCIAL PLANNER™, Brian is registered with FSC Securities Corporation as a Series 7 General Securities Representative, Series 24 General Securities Principal, and is a Series 66 Uniform Combined...

Michael joined Presley Beane Financial Services in 2015. He holds his series 7, 24, and 66 securities licenses, as well as his life, health and variable annuities licenses. He brings a wealth of knowledge from...

Cynthia is the Division Operations Manager of Presley Beane Financial Services. She has been registered in the financial services industry for over 30 years. She holds her Series 7 and 24 securities licenses, along with...

Jennifer serves as our Marketing and Client Relations Director and an Administrative Assistant in our office. Jennifer received her Associates Degree from the University of Florida in 2008, and is a 2010 graduate of Florida Gulf Coast...