M BENefit solutions
Who We Are
Building exceptional executive benefit solutions

For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace—earning the trust of advisors, key employees, companies, and financial institutions along the way.

Client Login ›
Plan Design and Consultation

Our consulting team develops high-impact executive benefit programs to help attract and retain top talent.

Funding and Security Solutions

We help clients evaluate and select strategies that offset costs and meet their financial objectives.

Implementation and Administration

Our experienced service team drives successful plan outcomes through sophisticated capabilities and client-first recordkeeping.

View Services ›

The M Benefit Solutions Advantage

Robust, Proprietary Technology

Developed in-house with a high level of flexibility, M Benefits' administrative websites support compliance and reporting needs while innovating to keep pace with security best practices and clients’ evolving needs.

Rooted in Deep Experience

An experienced team of accountants, attorneys, actuaries, finance, and service professionals help clients navigate legal, tax, regulatory, and other complex matters that impact non-qualified arrangements.

Committed to Collaboration

M Benefits works closely with clients to tailor a roadmap for high-performing plan design and seamless plan management. Our unbiased, proactive, and responsive support leads to enduring client relationships.

Singular Focus

M Benefits focuses solely on executive benefit solutions, helping to ensure that our clients receive the care, continuity, and long-term commitment essential to their success.

M Benefit Solutions Team

John Boulware

Director of Business Development
View Bio ›

Jeff Currie

VP, Head of Corporate Solutions
View Bio ›

Cody Jordan

Director, Consulting Services
View Bio ›

Amy Raeder

Head of Client Administration Services
View Bio ›

Kevin Segal

Head of Client Relationship Management
View Bio ›

Owned by M Financial

As a subsidiary of M Financial, M Benefits offers clients key advantages:

  • Stability: A long-term commitment to the executive benefits market not subject to short-term profit pressures
  • Financial strength: The resources to negotiate with life insurance carriers on clients’ behalf
  • Influence: Strong ties with governmental and industry groups to protect clients’ interests
Get in touch with us at 503.238.1813 or [email protected].

M Benefit Solutions is a wholly owned subsidiary of M Financial Group.

M Benefit Solutions offers securities through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. M Benefit Solutions and M Holdings Securities, Inc. are affiliated companies and subsidiaries of M Financial Group.

M Benefit Solutions is also a Member Firm of M Financial Group

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Tracking #5435052.1