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

Heather L. Davis Smith

Steve Sanders

Andy Graves

Jennifer Congdon

Jason Christian

Jeff Currie

Walter Thayer

Jamie Robinson

Reba Leonard

Jayashree Srinivasan

Joshua Caron

Andrew Kramer

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

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

Actuarial Services

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

This department oversees compliance and risk management while ensuring financial integrity and effective business operations.

Internal Audit and Governance

This department focuses on guiding and mentoring senior leaders to enhance their skills and drive organizational success.

Leadership Development

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

Wealth Management

This department manages relationships and programs with member firms to enhance collaboration and support.

Member Firm Services

M Financial Group

Org chart

Board & advisors

Teams

Actuarial Services

Directors Team

Internal Audit and Governance

Leadership Development

Wealth Management

Member Firm Services

Offices

M Financial Group

Org chart

Board & advisors

Teams

Actuarial Services

Directors Team

Internal Audit and Governance

Leadership Development

Wealth Management

Member Firm Services

Offices

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