M Financial Group Welcomes The Brehm Group to Network of Member Firms
PORTLAND, OR, January 11, 2012 – M Financial Group (“M Financial”) today announced that The Brehm Group has become a Member Firm. Based in Minneapolis, Minnesota, The Brehm Group specializes in the sophisticated application of life insurance in estate planning. The Brehm Group joins M Financial’s elite network of more than 130 independent firms.
With a model based on long-term relationships with family offices and advisors, The Brehm Group focuses on providing clarity in the analysis of life insurance and representing the best interests of clients by removing inherent conflicts of interest and offering a team-based approach. Founded in 1975, today the firm is comprised of three partners—Ward Brehm, Jeffery W. Bird, JD, CLU, and David Wischmeier, JD, CLU—each of whom share a goal to act as informed, independent advocates for clients in an increasingly complex insurance marketplace. For more information, please visit www.brehmgroup.com.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “We are very excited to welcome The Brehm Group to the M Community. Ward, Jeff, and David—and the entire team at The Brehm Group—have a strong legacy of exceptional client advocacy, a value that fits very well within our culture. We are pleased to have the opportunity to support their efforts as they continue to grow and enhance the value they deliver to their clients, and we look forward to their contributions to the collective success of the M Community.”
Jeffery Bird, President and a Partner of The Brehm Group, commented: “As an M Member Firm we gain access to more diversified life insurance and estate planning solutions, as well as the resources of national Firms helping clients achieve their goals. We have a tremendous appreciation for the trust advisors and clients have placed in us, and joining M Financial will increase our ability to advocate on their behalf.”
About M Financial Group
With more than 130 Member Firms in 36 states and Canada, M Financial Group (www.mfin.com) 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.