M Financial Professionals Named to Forbes' Top Financial Security Professionals in America

October 22, 2021

M Financial Professionals Named to Forbes' Top Financial Security Professionals in America

M Financial Group congratulates the 13 Member Firm professionals who were named in Forbes’ first-ever ranking of America’s Top Financial Security Professionals. Appearing in the top five are M Member Firm Principals Jeri Turley of Winged Keel Group and Philip de Bruyn of Southern Wealth Management, LLP.

According to Forbes, more than 7,000 financial security professionals were considered for the ranking. Only 250 were selected, including the following professionals from M Member Firms:

  • J.R. Burke – Perspective Financial Group
  • David Byers – Capital Strategies Group, Inc.
  • Philip de Bruyn – Southern Wealth Management, LLP
  • Thomas Fanning Sr. – Heritage Strategies, LLC
  • J. Dave Hunter – Financial Designs Ltd.
  • Brady Knight – Winged Keel Group
  • Kenneth Knox - Tenzing Insurance Strategies
  • Robert C. Kulle – Heritage Capital Strategies, Inc.
  • Chelsea Maeda – Winged Keel Group
  • Eric Naison-Phillips – Winged Keel Group
  • Adam Sendzischew – Jones Lowry
  • Jeri Turley – Winged Keel Group
  • David Wischmeier – MBW Group

The list, a collaboration between Forbes and SHOOK Research, offers a performance ranking of the 250 top financial service professionals who are also licensed to sell insurance. These individuals provide a service that was not previously recognized in the industry: by combining their experience in financial planning and insurance, they offer their clients a holistic view of wealth management and protection from uncertainties.

“We’re excited these 13 M Member Firm financial professionals are being recognized for their outstanding work and for the specialized wealth management services they offer,” says Wes Thompson, M Financial Group President and CEO. “We’re proud of their achievements and grateful for their commitment to providing exceptional solutions to their clients.”

About M Financial Group

With more than 135 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of high net worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial, please visit mfin.com.