WHY M?
Who We Are
Leaders and advocates

M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests. We’re a powerful force in executive benefits, insurance solutions, and wealth planning. M is committed to advancing the interests of our industry, our communities, and our clients.

A Tradition of Innovation

M Financial Group founded as a collaborative network of independent firms
Peter Mullin, Mark Solomon, Carl Mammel, and Eli Morgan (left to right) were intent on revolutionizing the industry for their clients.
1978
Pacific Life joins M’s lineup of Partner Carriers
Pacific Life currently offers five M exclusive products through the MVP series and MAGNASTAR®.
1983
Unum relationship enables M to diversify into disability insurance
Unum currently offers an M exclusive disability product through MonograM.
1986
M welcomes Prudential to the carrier lineup
Prudential currently offers one M proprietary product MAGNASTAR®.
1987
John Hancock becomes an M Partner Carrier
John Hancock currently offers four M proprietary products through the Majestic series.
1992
M Funds offered through variable products
Four proprietary variable investment options provide access to the expertise and investment strategies of institutional managers generally not available in other life insurance products.
1996
M Securities is launched
M's broker-dealer combines market expertise, access to thousands of products, specialized services, and benefits of scale.
2000
M introduces underwriting advocacy support for Member Firms
Dedicated expertise in exam results, case presentation, carrier negotiations, and capacity management to overcome challenges in the risk assessment process.
2005
Relationship formed with Nationwide
Nationwide currently offers four M proprietary life products through the Marathon series.
2006
M International provides a platform to serve the needs of foreign nationals
M International gives M Member Firms access to U.S. and offshore insurance products with global client support across four segments of international insurance solutions.
2010
Wes Thompson named CEO & President
M continues to innovate with a new strategic vision focused on digital transformation to enhance the client experience.
2018
New strategic initiatives launched
M launches Magnet to recruit and mentor a new, diverse generation of future leaders and announces a partnership with Pacific Life to be the first partner in M’s Innovation Platform for new product development.
2019
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Leadership

Westley V. Thompson

President & Chief Executive Officer
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Steve Lundin

Chief Operating Officer, Sales Operations
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Craig T. Shigeno

Chief Financial and Risk Officer
President & COO, M Financial Re
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Lucia Bosworth

Vice President, Marketing & Practice Consulting
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Bridget McNamara-Fenesy

President & CEO, M Holdings Securities, Inc.
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David F. Byers

Chair
Capital Strategies Group, Inc.
Birmingham, AL
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Kristin Barens

Mullin Barens Sanford Financial
Los Angeles, CA
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Philip M. de Bruyn

Southern Wealth Management, LLP
Dallas, TX
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Brent M. Eden

Nease, Lagana, Eden & Culley
Atlanta, GA
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Ronald J. Greenberg

Greenberg & Rapp
East Hanover, NJ
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Terence L. Horan

Horan
Cincinnati, OH
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James D. Kaplan

KB Financial
Princeton, NJ
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Timothy P. Malarkey

JKJ Financial Services
Newton, PA
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R. Mark McCullough

Boulevard Financial
Overland Park, KS
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Michael D. Molewski

CAPTRUST | Strategic Advisor Group
Allentown, PA
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Carl Peterson

Lindberg & Ripple
West Hartford, CT
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Jeri L. Turley

Winged Keel Group
Richmond, VA
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Peter M. Williams

Peter M. Williams & Company
Orlando, FL
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Where we are

M Financial Group is located at 1125 NW Couch St, Suite 900, Portland, OR 97209. Our independent Member Firms are located across the United States and in London.

Our people are our superpower

The strength of M’s solutions is rooted in the expertise of our team. We insist on diverse, best-in-field talent for every position, encourage collaboration at every level, and provide comprehensive support so that every team member can thrive.

Join our team. We’re looking for extraordinary people.