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).

At M Benefit Solutions, John provides clients with technical and consulting support in all aspects of executive benefits and non-qualified plans, including prospect qualification, plan design, funding strategies, communications and implementation.

Prior to joining M Benefit Solutions, John was a Senior Consultant at The Todd Organization where he focused on the development, analysis and successful implementation of non-qualified plans, executive benefits and funding solutions. He started his career as an investment banker assisting clients with mergers & acquisitions, capital formation, valuations and strategic planning.

John received his Master of Business Administration with Honors from Wake Forest University and his B.S. in Business Administration from the University of North Carolina at Chapel Hill.

Justin joined M Benefit Solutions in 2023 as the Director of Client Relationships and Administration, where he leads the team of Client Relationship Managers and Plan Administrators. He is responsible for ensuring the timely and accurate delivery of insurance and benefit reporting and maintaining a high level of client satisfaction.

Prior to joining M Benefit Solutions, Justin served as a Senior Consultant at Newport. He has over 15 years of experience in the Nonqualified retirement industry focused on benefit plan design, informal BOLI/COLI funding strategies, financial analysis, and relationship management.

Justin received his B.A. Psychology from the University of Texas-Austin, along with a B.S. of Business Administration and M.S. in Accounting from the University of Texas at Dallas. He is also a certified Nonqualified Plan Consultant (NQPC™) through the National Association of Plan Advisors.

Cody joined M Benefit Solutions in 2017. With nearly two decades of life insurance industry experience, he works side-by-side with many of our clients and advisors to deliver a solutions-oriented perspective that includes a wide variety of customized executive benefit plans and related financing programs for M Benefit Solutions’ corporate, credit union, and bank clients.

Prior to joining us, Cody was a practicing attorney as well as a Compliance Director for a life insurance brokerage general agency. He continues to leverage the experienced gained throughout his career to provide exceptional service for our clients.

Cody has a Juris Doctor from Mitchell Hamline School of Law in St. Paul, Minn., and holds a B.A. in Philosophy from Montana State University, Bozeman. Cody maintains an Oregon law license and a life insurance license, and he is a Registered Representative for Investment Company/Variable Contract Products with M Holdings Securities, Inc. During his time as a member of the Executive Committee, Corporate Counsel Section of the Oregon State Bar, he hosted several seminars on topics such as executive benefits, cybersecurity, and employee safe travel.

Kevin joined M Benefit Solutions in 2017 and has over 31 years of experience in the executive benefits industry. He manages the Underwriting team and provides administration services for nonqualified benefits plans and related financing programs. Kevin provides thought leadership and subject matter specialization in M Ben’s Marketing, Consulting, and Strategic Planning initiatives.

Kevin received his B.A. and M.A. in mathematics from California State University, Fullerton. He has his FINRA Series 7, 24 and 63 securities registrations with M Holdings Securities, Inc. Kevin is also an award-winning coauthor of 101 Things Everyone Should Know About Math.

CA Insurance License #0C22764, AR Insurance License #2002996