Exceptional people deserve exceptional solutions. M Financial Group provides access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 140 Member Firms.

Finance

M Financial Group

M Financial Group's headquarters in Portland, OR, United States

Russell Bundschuh

Jeff Currie

Jamie Robinson

Heather L. Davis Smith

Kimberly Michaelson

Andrew Kramer

Reba Leonard

Joshua Caron

Jayashree Srinivasan

Hila Creme

Andy Graves

Tamara Kravec

Lauren Thomas Compton

James D. Kaplan

David F. Byers

Ronald J. Greenberg

Terence L. Horan

R. Mark McCullough

Peter M. Williams

Kristin Barens

Carl Peterson

Philip M. De Bruyn

The Directors Team at M Financial Group leads strategic initiatives, drives business growth, and oversees the implementation of financial solutions tailored for affluent clients and corporations. This team ensures high standards of service and innovation are maintained across the network of Member Firms.

Directors Team

The Compliance and Regulatory team at M Financial Group ensures adherence to legal standards and internal policies, mitigates risk, and oversees regulatory requirements. They manage corporate compliance, supervise regulatory affairs, and handle the licensing and registration of the company's services, ensuring that financial solutions for affluent clients are delivered with integrity and precision.

Compliance and Regulatory

The Human Resources team at M Financial Group is responsible for talent acquisition, employee relations, performance management, and professional development programs. They ensure the company attracts and retains top talent, aligns HR strategies with business objectives, and fosters a culture of continuous learning and development tailored to the needs of their exclusive network of Member Firms.

Human Resources

This department specializes in analyzing risks and financial implications using mathematical and statistical methods for the organization's insurance operations.

Actuarial Services

The Leadership Team at M Financial Group is responsible for setting the strategic direction and overall vision of the company. This team, comprised of top executives, guides M Financial's commitment to delivering tailored financial solutions for affluent clients and ensures alignment across member firms to foster growth and innovation in the financial services landscape.

Leadership Team

This department focuses on providing financial planning and investment guidance to clients, managing their wealth and advising on asset management strategies.

M Financial Group

Org chart

Board & advisors

Teams

Directors Team

Compliance and Regulatory

Human Resources

Actuarial Services

Leadership Team

Wealth Management

Offices

M Financial Group

Org chart

Board & advisors

Teams

Directors Team

Compliance and Regulatory

Human Resources

Actuarial Services

Leadership Team

Wealth Management

Offices

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