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Leadership

We depend on leaders who step forward to share ideas, give selflessly, provide perspective, and make decisions today that will allow us to thrive well into the future. We are fortunate that M is a community of leaders comprised of the best and brightest minds in the industry and whose individual expertise and relationships consolidate to create a broad impact—in our industry, in our communities, and for our clients.

Within M, our progress is driven by our Board—comprised of Member Firm Principals and outside Directors—and more than 15 Member Firm-led committees. Together, through this unique governance structure, we continually assess our position in the marketplace, identify opportunities, chart paths to further our differentiation, and prioritize tactics for our Executive Operating Committee, and the entire M Team, to execute with effectiveness and efficiency.

Board of Directors

John M. Barry, Chairman

John M. Barry is Chairman and CEO of Barry, Evans, Josephs & Snipes and the Chairman of the Board of M Financial Holdings Incorporated (MFH). John began his insurance career with Home Life Insurance Company of New York in New Orleans, Louisiana. In 1985, he returned to Charlotte, North Carolina, and joined Barry, Evans, Josephs & Snipes.

John is a past board member of AALU, and currently serves on the Product Development Group, Nominating Committee, MFH Board Compensation Committee, Finance Committee, and M Benefit Solution Board. He is a member of the Society of Financial Service Professionals, National Association of Insurance Financial Advisors, and the Charlotte Estate Planning Council.

John graduated with honors from the University of North Carolina, Chapel Hill, with a BS in business administration. He holds the ChFC® and CLU® designations.

David F. Byers, Jr.

David F. Byers, Jr. is a Principal and the Managing Partner of Capital Strategies, an M Member Firm since 2005, where he leads the Firm’s wealth transfer and executive benefits efforts.

David is an active participant in the M Community—serving on M’s Member Firm Relationship Committee (MFRC) and chairing the 2014 M Marketing Meeting Program Development Committee (PDC)—and the life insurance industry as a member of the Association of Advanced Life Underwriting (AALU). In addition to being a current member of the AALU Executive Committee, David served as Chair of the Governmental Affairs Committee and led efforts to establish AALU’s Ambassador Program.

Prior to joining Capital Strategies in 1995, David built a successful business and tax planning practice as a founding partner of a prominent Birmingham law firm. He began his career as an associate attorney with the Birmingham office of Burr & Forman LLP. David is a member of the Alabama Bar Association, Million Dollar Round Table, and Top of the Table.

David was a member of the Alabama State Board of Education for 16 years, serving for several years as its presiding officer. He is the past Chairman of the Board of King’s Home, a member of the Rotary Club of Birmingham, and is a member of Class X of Leadership Alabama. He is also a member of the board of directors of the National Christian Foundation (Alabama).

David holds a BA in English and political science from the University of Alabama at Birmingham. He received a JD from the Cumberland School of Law at Samford University and obtained an LLM (Taxation) from New York University.

David J. Downey

David J. Downey is the Founder of The Downey Group, Inc., an M Member Firm since 1983, and has more than 50 years of experience as a life insurance producer. A native of Canton, Illinois, he became an agent for Massachusetts Mutual Life Insurance Company in 1962, while still an undergraduate. After admission to the Illinois Bar in 1966, Dave received his CLU® designation. He has served as national President of AALU (1984) and as International President of Top of the Table (1980).

Dave is a member of the Board of Directors of M Life Insurance Company, M Financial Group’s reinsurance company. Dave also serves on the MFH Audit Committee, Technology Committee, and the M Benefits Solutions Board of Managers, and as Chair of the Incentive Compensation Plan Committee.

Dave has served as the Chair of the Investment Policy Committee on the University of Illinois Foundation Board and on the University of Illinois College of Business Board of Overseers. He is also a board member of First Busey Corporation, The Champaign-Urbana News-Gazette, Inc., and the Marajen Stevick Chinigo Foundation. Formerly, he was a member of the Illinois Board of Higher Education, the University of Illinois Board of Trustees, the University of Illinois Athletic Board, and a University of Illinois Adjunct Professor of Finance.

Dave received a BS in 1963 from the University of Illinois at Urbana-Champaign and a JD in 1966 from the University of Illinois College of Law. While a student at the University of Illinois, Mr. Downey was a star basketball player, and as part of the 100th Anniversary of Illinois Basketball Celebration was chosen as a member of the All-Century Team. In addition to being selected by his teammates as Illinois’ Most Valuable Player three consecutive years, he was named All Big 10 and All American and won the Big 10 Conference Medal of Honor for Proficiency in Scholarship and Athletics. He still holds the single game scoring record—53 points—set in 1963 when he led the basketball team to a Big Ten Championship.

Fred H. Jonske

Fred H. Jonske is President and CEO of M Financial Group. Fred joined M Financial in 1996 with 25 years of experience in the life insurance industry. He was previously President, Chief Operating Officer, and board member of Lincoln Benefit Life Insurance Company of Lincoln, Nebraska, and Surety Life Insurance Company of Salt Lake City, Utah. Fred was also Vice President and a board member of Allstate Life Insurance Company, as well as a board member of Lincoln Benefit Financial Services. In 1971, Fred began his career with Allstate Life Insurance Company and, prior to his election as President of Lincoln Benefit Life in 1982, held various actuarial positions in the individual and corporate areas.

Fred led M Financial’s reorganization from a partnership to a member-owned holding company and remains focused on developing and executing a strategy consistent with the company’s core values—innovation, collaboration, excellence, leadership, and advocacy—that enhances Member Firm competitiveness and drives overall growth. Fred is Chair of the MFH Nominating Committee and the M Benefit Solutions Compensation Committee.

Fred holds both a BA and a master’s degree in mathematics from the University of Michigan. He is a member of the Board of the American Council of Life insurers (ACLI), the University of Portland Board of Regents, and The American College Board of Trustees. He serves on the ACLI Financial Services Steering Committee, the American Academy of Actuaries, and AALU.

Richard D. Mack

Richard D. Mack is the CEO of Mack Financial Group, Inc. and has more than 30 years of experience in the financial services profession. He attended Marian University in Indianapolis on a basketball scholarship and after graduation played professional basketball in Europe. Richard began his financial services career with Pacific Life before being asked to join M Financial in 1992. He regularly advises a select group of families, corporate executives, professionals, and business owners throughout the United States.

In addition to serving on the M Financial Holdings Incorporated Board of Directors and the M Life Insurance Company Board, Richard is the Chair of the MFH Investment Committee and the Technology Committee, the M Wealth Advisory Committee. He also serves on the M Financial Investment Advisers, Inc. Richard regularly speaks on such topics as wealth management, strategic growth, family business succession, and related technology issues. He is a member of the Investment Management Consultants Association, AALU, and the International Association of Financial Planners.

Timothy P. Malarkey

Timothy P. Malarkey is the Managing Partner of JKJ Financial Services (JKJFS), a successor of 1934 Group. Tim also serves as the President of JKJ Retirement Services (JKJRS), a descendant of The Johnson Companies, widely credited with originating today’s 401(k) business. Prior to joining the firm in 1994, Tim worked at Aetna and CIGNA. In 1993 and 1994, Tim served as Director, New Product Development, at U.S. Healthcare, a managed care company in the northeast. Tim’s career began with traditional actuarial roles at Aetna and Cigna.

For more than 15 years, Tim has been significantly involved with AALU. He has held a number of leadership roles, including a three-year term on AALU’s Board of Directors.

Tim now Chairs M’s Member Firm Relations Committee, and serves on the MFH Audit, Investment, Incentive Compensation Plan, and M Wealth Advisory Committees, as well as the Member Firm Recruiting Advisory Task Force.

Tim is an Associate of the Society of Actuaries (1992) and Member of the American Academy of Actuaries (1993). He holds the CLU® and ChFC® designations and is a member of the Philadelphia Estate Planning Council. In addition, Tim is a Director of the Crozer-Keystone Health System and for Dunwoody Village, a continuing care retirement community in Newtown Square, PA.

Tim received a BA in physics from Swarthmore College.

Michael A. Mingolelli, Jr.

Michael A. Mingolelli, Jr. serves as Pinnacle Financial Group’s (Pinnacle) CEO. Before joining Pinnacle, Michael was a corporate lawyer at Sullivan & Worcester LLP, where he represented public companies and private equity firms. Prior to that, he was a corporate lawyer at Testa, Hurwitz & Thibeault LLP, where he represented technology companies in venture financing, acquisitions, public offerings, and general corporate matters.

Michael leads Pinnacle’s private client practice and consults with ultra-affluent clients on the design, implementation, and monitoring of wealth transfer and private placement life insurance portfolios. His clients include executives of public and private companies, hedge and private equity fund partners, business owners and family offices, as well as advisors focused on wealth management, law, tax, and accounting.

Michael is an active member of the M Community where he serves on the Product Development Group, the Technology Committee, and was a member of the 2013 M Renaissance Weekend and M Marketing Meeting Program Development Committee. Additionally, he is a past member of AALU’s Board of Directors. Michael is an active member of the Boston Estate Planning Council and previously served on the Council’s Board. He also serves on the Board of Trustees and as Assistant Treasurer of the Greater New England Multiple Sclerosis Society.

Michael graduated from Boston College with a BS in finance, magna cum laude, and was a member of the Carroll School of Management’s Honors Program. He also graduated from Boston College Law School, cum laude.

Peter W. Mullin

Peter W. Mullin is a Founder of M Financial Group and Chairman of Mullin Barens Sanford Financial, an independent executive benefits and solutions provider and a Member Firm of M Financial. Peter has consulted on executive compensation and benefit issues for more than 30 years for public and privately held firms across a variety of industries, including many Fortune 500 companies.

Peter Chairs the MFH Compensation Committee, the Executive Committee, and the Member Firm Recruiting Advisory Task Force. Peter is a member of the Finance, Investment, and Incentive Compensation Plan committees, and also served on the M Fund, Inc. Board.

Peter currently serves on the Board of the Art Center College of Design, Guggenheim Foundation Advisory Board, Occidental College, St. John’s Hospital, and The UCLA Foundation Board of Trustees. He is Chairman of The Music Center Foundation of Los Angeles, as well as past Chairman and current member of the Board of Visitors of the John E. Anderson Graduate School of Management at UCLA, Chairman of the Peter Mullin Automotive Museum Foundation, and Chairman of the Petersen Automotive Museum. He is also President of the American Bugatti Club and is the designer and owner of The Mullin Automotive Museum.

Peter earned his BA in economics from the University of California at Santa Barbara.

Lawton M. Nease, III

Lawton M. Nease, III is President and Co-Founder of Nease, Lagana, Eden & Culley, Inc., a Member Firm founded in 1988. Mac specializes in planning for estates and businesses in the affluent marketplace, and has been involved in some of the industry’s largest and most complex life insurance placements.

As an adjunct professor for Georgia State University’s Graduate School of Business, Mac has instructed courses in business insurance, executive benefits, and estate planning. He authored the dissertation Estate and Gift Tax Consequences of Third Party Owned Life Insurance. Mac has served in numerous leadership roles in the insurance industry, including National President of AALU, President of the Atlanta Estate Planning Council, and regional Vice President of the Society of Financial Service Professionals. In 2013, Mac was elected to the Hall of Fame for the National Association of Estate Planning Councils.

Mac is the past Chair of the Board of Trustees for the Georgia Tech Foundation, currently serves on the Georgia Tech Athletic Association Board, and has served as a Director of the Educational Foundation at Georgia State University. In addition to serving on M Financial Group’s Board of Directors, Mac sits on the Board of M Financial’s Compensation, Executive, and Nominating Committees, and the Board of M Funds, Inc. He is also Chair of the M Financial Product Development Group, the MFH Finance Committee, and M Financial Investment Advisers, Inc.

Mac is a graduate of the Georgia Institute of Technology, where he studied industrial management. He has an MBA and a PhD in business from Georgia State University and holds the CLU® designation from The American College.

Gabriel L Shaheen

Gabriel L Shaheen is the President and CEO of GLS Capital Ventures, and a Partner in NxtStar Ventures, both financial services advisory firms. Gabe spent 23 years at Lincoln National Corporation, during which he was at times running the reinsurance business, then the U.K. and U.S. life and annuity businesses. He currently serves on the board of Horace Mann Educators Corp as Chairman of the Board, and has Chaired its Compensation Committee, Governance and Nominating Committee, and Executive Committee. He is also a Board Member of Steel Dynamics, Inc. Gabe received a BA in actuarial math and a master’s in actuarial science (MAS) from the University of Michigan. He is also a Fellow of the Society of Actuaries.

Mark I. Solomon

Mark I. Solomon is Founder and Chairman of Rose Glen Advisors, LLC, a Member Firm of M Financial. Prior to the creation of Rose Glen Advisors, Mark was Chairman of the Board with CMS Companies.

Mark is a member of M Financial’s Investment Committee and Nominating Committee. Mark is Chairman of American Friends of Yemin Orde, a youth village in Israel that houses and educates 500 children from 22 different countries who are without a suitable home. He also serves as Trustee of the Gesu School, an inner-city school that Mark helped to transform from an Archdiocese school to an independent Catholic school 15 years ago, and of Girard College, a Philadelphia residential school for 700 parentless or functionally orphaned children ages 3 to 18.

In June 2008, Mark completed a multi-year term of service as a member of the American-Israel Political Affairs Committee’s national Board of Directors. He has also served on a number of corporate and philanthropic Boards, including Vishay Intertechnology, a New York Stock Exchange company, and the Marcus Foundation.

Mark is a graduate of the Wharton School of the University of Pennsylvania.

Grace Vandecruze

Grace Vandecruze is the Founder and Managing Director of Grace Global Capital LLC, a financial services firm specializing in financial advisory, restructuring, valuation, and capital-raising services to corporations and organizations around the world. Grace has extensive expertise in mergers and acquisitions and capital-raising in both the private and public markets for financial institutions. She was a Managing Director at Swiss Re and was responsible for the firm’s regulatory advisory practice in the insurance and financial services industries. She has been featured in numerous publications including the books Doing it for Ourselves: Success Stories of African-American Women and Be Happy at Work: 100 Women Who Love Their Jobs, and Why. Grace received a BBA in accounting from Pace University and an MBA in finance from the University of Pennsylvania, The Wharton School. She is a Certified Public Accountant and is a member of the AICPA.

B. Joseph White

B. Joseph White is President Emeritus of the University of Illinois and James F. Towey Professor of Business and Leadership in the College of Business at the University of Illinois at Urbana-Champaign. Joe focuses on corporate governance, leadership, and management.

Joe served as President of the University of Illinois from 2005 through 2009. He served as interim President of the University of Michigan in 2002. Joe was Dean of the Stephen M. Ross School of Business at the University of Michigan (1990-2001) and Wilbur K. Pierpont Collegiate Professor of Business Administration (1995-2004). He began his faculty career at Michigan in 1975. In addition to serving on M Financial Group’s Board of Directors, Joe Chairs the MFH Audit Committee and sits on the Finance Committee. Joe is a Director or Trustee of Equity Residential, Kelly Services, and Gordon Food Service. He has served on the boards of many non-profit organizations. Joe is the author of Boards That Excel: Candid Insights and Practical Advice for Directors, published by Berrett-Koehler in August 2014.

Joe graduated magna cum laude from the Georgetown University School of Foreign Service. He then earned his MBA with distinction from Harvard Business School, and then finally his doctorate in business administration from the University of Michigan.

M Leadership Caucus

Fred H. Jonske

Fred H. Jonske is President and CEO of M Financial Group. Fred joined M Financial in 1996 with 25 years of experience in the life insurance industry. He was previously President, Chief Operating Officer, and board member of Lincoln Benefit Life Insurance Company of Lincoln, Nebraska, and Surety Life Insurance Company of Salt Lake City, Utah. Fred was also Vice President and a board member of Allstate Life Insurance Company, as well as a board member of Lincoln Benefit Financial Services. In 1971, Fred began his career with Allstate Life Insurance Company and, prior to his election as President of Lincoln Benefit Life in 1982, held various actuarial positions in the individual and corporate areas.

Fred led M Financials reorganization from a partnership to a member-owned holding company and remains focused on developing and executing a strategy consistent with the companys core values—innovation, collaboration, excellence, leadership, and advocacy—that enhances Member Firm competitiveness and drives overall growth. Fred is Chair of the MFH Nominating Committee and the M Benefit Solutions Compensation Committee.

Fred holds both a BA and a master’s degree in mathematics from the University of Michigan. He is a member of the Board of the American Council of Life insurers (ACLI), the University of Portland Board of Regents, and The American College Board of Trustees.  He serves on the  ACLI Financial Services Steering Committee, the American Academy of Actuaries, and AALU.

Randall M. O’Connor

Randall M. O’Connor has served as Senior Vice President and Chief Financial Officer of M Financial Group since May 2000. He also serves as Senior Vice President of M Financial Re, as a Manager of M Administrative Services, and as a Manager of M Benefit Solutions, and is the Leader for Member Firm Development.

Previously, Randy was the North American Practice Leader of the Integrated Risk and Capital Management Practice for Tillinghast-Towers Perrin in Minneapolis. Prior to joining Tillinghast-Towers Perrin in 1990, Randy was an actuary at Northwestern Mutual Life Insurance Company.

In 2008-09, Randy served as Chair of the Securities Regulation of Life Insurance Task Force for AALU. A member of the Board of Trustees of Oregon College of Art and Craft since 2005, Randy served as Board Chairman for 2009-11 as well as Finance Committee chair for 2006-09 and 2012-14.

Randy is a member of the MFH Audit Committee, Investment Committee, Finance Committee, Incentive Compensation Plan Committee, MHS Advisory Committee, Member Firm Relations Committee and the Member Firm Recruiting Advisory Task Force.

Randy’s extensive experience includes consulting for mergers and acquisitions, strategic planning, compliance/market conduct, product development, financial reporting and management, asset/liability management, developing and managing a broker/dealer, financial projections and modeling, reinsurance, financing and risk management.

Randy graduated with honors from Northwestern University with a BA in economics and mathematical methods in the social sciences. He is a fellow of the Society of Actuaries and a member of the American Academy of Actuaries and AALU. He holds FINRA Series 7, 24, and 63 securities licenses.

Andrew P. Graves

Andrew P. Graves is Vice President, Chief Life Market Development and Technology Officer for M Financial Group. In this role, Andy is responsible for M life Carrier relationships, M Sales Support, life insurance product management, and life insurance market development. He also leads M Financial's overall technology efforts, focusing on differentiated technology-based business solutions designed to enhance efficiency and the client experience.

Before being promoted to his current position in August 2016, Andy was Vice President of M Insurance, Products, and Underwriting, playing an integral role in M’s product and service differentiation. Andy led the development, implementation, and management of M Financial’s Partner Carrier relationship with TIAA-CREF Life Insurance Company, ensuring all aspects of product, underwriting, service, and administration met Member Firm expectations, as well as the launch of eSuite, a technology/service platform comprised of eUnderwriting, eCase, eForms, and eSignature.

Prior to joining M Financial Group in 2002, Andy was Vice President and Chief Operations Officer for Capital Synergies Incorporated, where he was responsible for building a centralized sales support center to serve 40 insurance brokerage sales offices. He was also Process Management Leader for strategic planning and operations for GE Financial Assurance.

Andy holds two Master’s degrees—one in operations engineering and one in atmospheric and space science—from the University of Michigan. He also served as a nuclear submarine officer for the United States Navy.

Andy is a member of AALU (Association for Advanced Underwriting).

JoNell Hermanson

JoNell Hermanson has been President of M Financial Wealth Management (M Wealth) since March 2008. Prior to joining the M Wealth team, JoNell served as Vice President of M Sales Support, where she led a sales team dedicated to supporting M Financial’s life and annuity production.

As President of M Wealth, JoNell works closely with Member Firms as they grow their wealth management practice, facilitating their introduction to the sophisticated, fee-based wealth management solutions M Wealth provides. JoNell has more than 20 years of experience in the financial services industry, and during her tenure at M Financial has led a variety of successful initiatives, including creation of M Financial’s proprietary series of mutual funds. She is President of M Fund, Inc., as well as President of M Financial Investment Advisors.

JoNell received a BS in finance from Oregon State University, and earned the designation of Chartered Mutual Fund Counselor from the College of Financial Planning. In addition, she holds FINRA Series 7, 24, and 63 securities licenses and is a member of AALU.

Bridget McNamara-Fenesy

Bridget McNamara-Fenesy is President of M Holdings Securities, Inc. (M Securities), the exclusive broker/dealer for M Member Firms. She oversees all aspects of M Securities’ operations, while developing differentiated resources designed to support Member Firms. Bridget is also a member of M Financial’s Executive Leadership team.

Bridget has been a part of the financial services industry for more than 30 years. She joined M Financial Group in 1985 and was instrumental in operationalizing M Securities in 2000.

Bridget left M Financial in 2001 to establish her own consulting practice, Two Gaits Consulting, where she worked with numerous M Member Firms, M Carriers, and M Securities on various projects. In leading Two Gaits Consulting, she provided consulting services to the financial services industry in many areas including strategic planning, new business development and implementation, regulatory issues, marketing strategies, and succession planning.

Bridget returned to M Financial in March of 2016 to serve as interim Chief Compliance Officer for M Securities. She was named Vice President, Regulatory and Governance Affairs, in September of 2016, and became President of M Securities in March of 2017.

Bridget earned her BA in psychology from the University of Notre Dame, her JD from the University of Denver, Sturm College of Law, and her Certified Employee Benefits Specialist (CEBS) certification from the Wharton School of Business. She is a member of AALU and holds FINRA Series 7, 24, and 63 licenses.

Craig T. Shigeno

Craig T. Shigeno is President and Chief Operating Officer of M Financial Re, M Financial Group’s reinsurance subsidiary. Prior to joining M Financial Group, Craig was Chief Actuary for Inviva, Inc. of Louisville, Kentucky, where he was responsible for all actuarial, underwriting, and product development work. Prior to joining Inviva, Inc., he was a consulting actuary for Tillinghast-Towers Perrin and held various actuarial positions in individual, group, and reinsurance areas at Minnesota Mutual.

Craig joined M Financial as Vice President in 2002, to oversee M Financial’s reinsurance relationships. In addition to overseeing all reinsurance operations, Craig is currently responsible for all actuarial aspects of M Financial’s financial statements and audit activities, and manages M Financial’s internal and external audit teams. Craig also serves as the lead executive advisor to the MFH Board of Directors Audit Committee.

Craig earned a BSBA in actuarial science from Drake University. He is a fellow of the Society of Actuaries and a member of the American Academy of Actuaries.

David Watros

David Watros serves as President of M Benefit Solutions with overall responsibility for strategic and operational aspects of the company. M Benefit Solutions is a market leader in designing innovative executive benefit plans customized to address the specific needs, and complement the unique cultures, of leading financial institutions and corporations across the country.

Dave also leads M’s Corporate Benefits division which includes income protection, 401(k)/retirement, long-term care, and ancillary employee benefit lines of business.

Dave joined M Financial in 1991 and has more than 30 years of experience in the financial services industry. He has extensive experience working with M Member Firms, distributors, insurance carriers, and service providers on behalf of corporate and professional clients in the design and implementation of customized income continuation and retirement planning solutions.

Dave holds a BS in applied economics and management from Cornell University and an MBA with a concentration in organizational management from Syracuse University. He earned the Registered Employee Benefits Consultant (REBC®) designation from The American College and the Chartered Retirement Planning Counselor (CRPC®) designation from The College for Financial Planning.

Dave is a Registered Representative with M Holdings Securities, Inc., M Financial’s exclusive Broker/Dealer, and a member of AALU (Association for Advanced Life Underwriting).

Jacob W. Boston

Jacob W. Boston is Vice President, Communications and Government Relations at M Financial Group. Prior to joining M Financial in 2003 as Director, Communications, Jacob was Director of Communications at National Financial Partners Corp. (NFP) in New York, where he oversaw the company’s communications efforts with acquired firms and the media. Prior to NFP, he served as a Relationship Manager with Interwest Financial Group, an independent financial planning firm in Portland, Oregon.

In 2006, Jacob was promoted to Vice President, Communications, a position in which he oversees M Financial’s communications initiatives, including the communication of M Financial’s value (products, services, resources, expertise, influence) to Member Firms and the public. The Communications team is also responsible for meetings and events, public relations, developing and distributing marketing material and M Financial’s annual report, and building the M brand with key constituents. Jacob also plays an integral role in providing support to Member Firms as they communicate the value of M Financial to clients and advisors.

Jacob holds a BA in political science from Emory University, and FINRA Series 7 and 63 securities licenses. He is a member of AALU.

Susan E. Jossi

Susan E. Jossi is Vice President, Human Resources at M Financial Group. She joined M Financial in 1998, with 14 years of experience in human resources management and more than ten years in the financial services industry. Before joining M Financial, she served in various capacities in the human resources group for U.S. Bancorp, most recently as Senior Vice President of Employee Relations.

Susan is responsible for managing human resources and overseeing operations at M Financial Group. Currently, she leads a strategic initiative to assist M Member Firms with recruiting, hiring, and training of new Member Firm Marketers and serves as an advisor to M Member Firms in the areas of compensation, employee relations, human resource policy development, and organizational development.

Susan holds a BA in psychology from Chapman University and is a member of the Society for Human Resource Management and WorldatWork.

We Come Together in our Communities and to Revolutionize The Industry

Within communities across the country and around the world, we make a positive impact on the lives of countless individuals through our collective support (time, resources, and more than $7 million in 2013) of hundreds of charities and organizations.

And within the industry, we provide active leadership, resources, and support to advocacy groups dedicated to articulating the value of what we deliver to families and business and ensuring they can plan for the future with certainty and effectiveness. We are proud of our level of leadership and it will remain a key component of our commitment to client advocacy.

Fourteen Member Firm Principals have served as President of AALU; dozens more have served on the AALU Board and various committees.

Since 1957, AALU has been the trusted, influential voice in Washington, D.C. representing the most successful life insurance professionals. With a singular focus on the issues impacting life insurance products, professionals, and clients, AALU has a heritage of leadership and success ensuring that life insurance continues to be taxed appropriately. AALU’s mission is to promote, preserve, and protect advanced life insurance planning for the benefit of its members, their clients, the industry, and the general public.

M Financial is the only producer organization that is an active member of the American Council of Life Insurers (ACLI).

As a Washington, D.C.-based trade association with approximately 300 member companies operating in the United States and abroad, the American Council of Life Insurers (ACLI) advocates in federal, state, and international forums for public policy that supports the industry marketplace and the 75 million American families that rely on life insurers’ products for financial and retirement security. ACLI members offer life insurance, annuities, retirement plans, long-term care and disability income insurance, and reinsurance, representing more than 90 percent of industry assets and premiums.

Our involvement in FSI reflects the growing diversity of our business and the value others place on the expertise and influence resident within the M Community.

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firms. Everything FSI does starts and ends with working to create a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.

Our collective service on various TAC boards and committees is consistent with our commitment to client advocacy.

The American College (TAC) mission is to raise the level of professionalism of its students and, by extension, the financial services industry as a whole. By imparting expert knowledge—and by emphasizing that such knowledge must be regularly renewed and ethically applied—TAC seeks to strengthen not only its students’ professionalism, but also the financial security of individuals, families, businesses, and the societies they serve.

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