Our team is a dynamic group of financial professionals and industry experts, each bringing years of experience and specialized knowledge to the table.

Ramon Pagan
Co-Founder, Insurance Industry Veteran with 24+ Years of Experience
With over 24 years in the insurance industry, Ray Pagan brings experience, a wealth of knowledge, and a deep commitment…

Chris Falk
Co-Founder, Army Ranger Veteran, Licensed Insurance & Financial Expert
After serving as an Army Ranger, Chris transitioned into the insurance and financial planning industry, where he’s spent the last 4…