As VP, Head of Corporate Solutions, Jeff oversees M Financial’s M Benefit Solutions and Retirement Services offerings, including executive-level benefits, BOLI/COLI, and qualified and nonqualified deferred compensation plans.
Prior to M, Jeff served as VP, Client Services, at Newport. He has over 27 years of experience in the nonqualified retirement industry and in risk management, accounting, financial analysis, M&A, client relationship management, auditing, operations management, and strategic planning.
Jeff has a bachelor’s degree in accounting from Stephen F. Austin University in Texas. He holds Series 6 and Series 63 securities licenses and a general lines insurance license in the state of Texas. He acquired his NQPA designation from the National Association of Plan Advisors (NAPA).