M Member Firm Principals Named 2024 Forbes | SHOOK Research Top Financial Security Professionals
M Financial Group congratulates the 19 Member Firm financial professionals named as finalists in the 2024 Forbes | SHOOK Research Top 100 and Best-in-State Financial Security Professionals rankings.
Notably, five M Member Firm principals placed among the top 25 financial security professionals in the nation. Jeri Turley, a Richmond, Virginia-based principal at M firm Winged Keel Group, placed in the top spot.
A collaboration between Forbes and SHOOK Research, the fourth annual publication of the Top 100 and Best-in-State Financial Security Professional rankings offers a qualitative and quantitative performance ranking of the top insurance professionals in the United States and in each state.
To date, industry executives and peers have nominated 45,370 financial professionals for ranking consideration, according to SHOOK Research’s ranking methodology. Of those, SHOOK Research has evaluated 17,011 financial professionals who met the standards for consideration.
“M Member Firms are unmatched in their expertise and diligence toward the delivery of advanced planning solutions to achieve their clients’ financial goals,” said Russell Bundschuh, M Financial President & CEO. “The 19 Member Firm principals appearing on the 2024 Forbes rankings are among the best in the industry. I couldn’t be prouder to have them as members of the M community.”
Forbes | SHOOK Research 2024 Top 100 Financial Security Professionals in the U.S.
- Lorrie Baldevia — Assured Partners MCM — Seattle, WA
- Philip M. de Bruyn — CAPTRUST — Dallas, TX
- Brady Knight — Winged Keel Group — Houston, TX
- Chelsea Maeda — Winged Keel Group — New York, NY
- Michael Mingolelli, Jr. — Winged Keel Group — Needham, MA
- Eric Naison-Phillips — Winged Keel Group — New York, NY
- Matthew Phillips — Winged Keel Group — New York, NY
- Jeri Turley — Winged Keel Group — Richmond, VA
- David Wischmeier — MBW Group — Minneapolis, MN
Forbes | SHOOK Research 2024 Best-in-State Financial Security Professionals
- Lorrie Baldevia — Assured Partners MCM — Seattle, WA
- R. Burke — Perspective Financial Group, an Alera Company — Berwyn, PA
- Roger Cammon — Cammon Company — St. Louis, MO
- Philip M. de Bruyn — CAPTRUST — Dallas, TX
- Brent Eden — Winged Keel Group — Atlanta, GA
- Thomas Fanning, Sr. — Heritage Strategies, LLC — Woodbury, NY
- Shane Johnson — Perspective Financial Group, an Alera Company — Berwyn, PA
- Brady Knight — Winged Keel Group — Houston, TX
- Kenneth Knox — Tenzing Insurance Strategies — Needham, MA
- Robert C. Kulle, Jr. — Heritage Capital Strategies, Inc. — Westlake Village, CA
- Rachel Lower — Cornerstone Advisors — Allentown, PA
- Chelsea Maeda — Winged Keel Group — New York, NY
- Michael Mingolelli, Jr. — Winged Keel Group — Needham, MA
- Eric Naison-Phillips — Winged Keel Group — New York, NY
- Matthew Phillips — Winged Keel Group — New York, NY
- Adam Sendzichew — Jones Lowry — Miami, FL
- Stephen Target — Newton One Advisors — Newark, DE
- Jeri Turley — Winged Keel Group — Richmond, VA
- David Wischmeier — MBW Group — Minneapolis, MN
Please visit mfin.com/find-a-firm to contact an M Financial Member Firm in your area.
About M Financial Group
With more than 130 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact Carrie Wanous, Sr. Manager, Content & Communications, at carrie.wanous@mfin.com or visit our website at mfin.com.
2024 Forbes Top Financial Security Professionals, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 16,500 financial professionals were considered, 100 financial professionals were recognized. Financial Professionals pay a fee to hold out marketing materials. Not indicative of professional’s future performance. Your experience may vary. Click here for more award information.
#6785443.1 exp. 7/11/26
