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M Financial Group

We collaborate, share, and innovate to revolutionize the industry.

M Members are a community who put words in action, and whose actions have significant impact—in our industry, in our communities, and for our clients. From our unparalleled membership and leadership within the Association for Advanced Life Underwriting to promote the value of life insurance and advocate for our clients, to the many charities and causes supported by Member Firms. From the sharing and relationship building that occurs at various M events, to our focus on helping clients meet their goals for generations to come. M Members represent the best and the brightest minds in the industry, and are active leaders in preserving the ability of clients to plan for the future with effectiveness and certainty.

  • Twelve Member Firm Principals have served as president of the Association for Advanced Life Underwriting (AALU), the life insurance industry’s preeminent advocacy organization; dozens more have served on the AALU Board and various committees.
  • M Financial is the only producer organization that is an active member of the American Council of Life Insurers (ACLI).

 

Board of Directors

Peter W. Mullin, Chairman
MullinTBG
Los Angeles, CA

Jeffrey J. Brown
Brown Equity Partners, LLC
Irvine, CA

James A. Cheney
Evergreen Consulting, Inc.
Chattanooga, TN

David J. Coyle
The Coyle Company
Waltham, MA

David J. Downey
The Downey Group, Inc.
Champaign, IL

Fred H. Jonske
M Financial Group
Portland, OR

Richard D. Mack
Mack Financial Group, Inc.
Indianapolis, IN

John W. Meisenbach
MCM
Seattle, WA

Lawton M. (Mac) Nease, III
Nease, Lagana, Eden & Culley, Inc
.
Atlanta, GA

Victor H. Palmieri
Crosswater Realty Advisors

Pacific Palisades, CA

Mark I. Solomon
CMS Companies

Wynnewood, PA

B. Joseph White
University of Illinois

Urbana, IL


Executive Operating Committee

Fred H. Jonske (Bio)
President & Chief Executive Officer

Daniel F. Byrne (Bio)
Senior Vice President
Chief Product & Technology Officer

Randall M. O'Connor (Bio)
Senior Vice President
Chief Financial Officer

Donald H. Friedman (Bio)
Senior Vice President
President & CEO, M Benefit Solutions

Connie K. Morrison (Bio)
Senior Vice President
Member Firm Development

Kenneth R. Ehinger (Bio)
Vice President
President & CEO, M Holdings Securities, Inc.

JoNell Hermanson (Bio)
Vice President
President, M Financial Wealth Management

Susan E. Jossi (Bio)
Vice President
Human Resources

Jacob W. Boston (Bio)
Vice President
Communications