M Financial Group Expands Network, Welcomes Atlas Advisory Group, LLC as Newest Member Firm
PORTLAND, OR, NOVEMBER 16, 2010—M Financial Group (“M Financial”) announced today that Atlas Advisory Group (“Atlas”) has become a Member Firm. Headquartered in Cranford, New Jersey, Atlas assists affluent individuals and families with life insurance, investment management, and estate planning to maximize the transfer of their legacies to future generations. Atlas joins M Financial’s elite network of more than 125 independent firms.
The Principals of Atlas—Gary Borowiec, CLU, ChFC, LUTCF, David Buckwald, CLU, ChFC, CFP, Robert Black, CLU, ChFC, Michael DePasquale, and Andrew Serzan—joined together to form the firm in 2008. Collectively, they have extensive experience in the industry, leading a team of five additional marketers and 11 professional staff members. By creatively analyzing each situation and working effectively with attorneys, accountants, and financial advisors to design and implement their clients’ estate plans, Atlas has distinguished itself from other insurance and investment planning firms. For more information, please visit www.atlasadvisorygroup.com.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “Atlas represents a dynamic and growing organization that is an excellent cultural fit with M Financial. The firm’s wide-ranging experience and leadership within the industry, and their strong focus on working with advisors to serve the needs of clients, makes them a wonderful addition the M Community. We look forward to supporting the objectives of Atlas and to their contributions to our collective growth and success.”
Gary Borowiec, a Principal of Atlas, commented: “The additional opportunities and unique proprietary products we can now access as a Member Firm of M Financial gives us a distinct advantage in the marketplace. Atlas and M Financial share a commitment to client advocacy that is absolutely critical to successfully meeting the needs of clients; this joint commitment along with ‘The Power of M’ position us well to best serve the individuals and families, and their advisors, who place their trust in our firm.”
About M Financial Group
With more than 125 Member Firms in 36 states and Canada, 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.