M Financial Group Welcomes Legacy Wealth LLC to Network of Member Firms
PORTLAND, OR, JUNE 3, 2009—M Financial Group (“M Financial”) today announced that Legacy Wealth LLC (“Legacy Wealth”) has become an M Member Firm. Based in Woodbury, Minnesota, Legacy Wealth is a leading provider of estate planning, wealth transfer, and asset management services for business owners and high net worth executives and professionals.
Legacy Wealth was founded by Michael D. Brocker, MSFS, CLU, ChFC, AEP®, AIF®, the President of the firm. Mike is supported by a team of four experienced professionals who understand the industry and the needs of clients. Legacy Wealth continues to focus on delivering exceptional client service, while expanding access to innovative insurance and investment solutions and differentiated products. For more information on Legacy Wealth, please visit www.legacywealthwisdom.com.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “Mike shares the values that have fueled M’s success over the past 30 years. Legacy Wealth’s commitment to innovation, collaboration, and client advocacy will be integral to the growth of the firm and the collective success of M Financial. We welcome Legacy Wealth to the M Community and look forward to supporting them for years to come.”
Michael D. Brocker said: “With a collaborative culture and unparalleled success, M Financial remains a genuine leader within the financial services industry. Becoming part of a community of dedicated professionals instantly enhances the competitiveness of our firm and allows us to deliver even greater value to our clients. We look forward to sharing the power of M with the clients and advisors we have the privilege of working with today and in the future.”
About M Financial Group
With more than 120 Member Firms in 36 states, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.