M Financial Group
Heather L. Davis Smith, JD, CLU, ChFC, CAP, currently serves as Vice President and Head of Strategic Marketing at M Financial Group, where responsibilities include developing and executing marketing strategies to drive growth for Member Firms. Prior to this role, extensive experience includes a tenure at New York Life Insurance Company, where positions ranged from Corporate Vice President overseeing Marketing, Meetings, and Agent Development to managing advanced planning services for high-net-worth individuals. With a background in law as a clerk at notable law firms and experience in journalism and congressional operations, Heather possesses a diverse skill set complemented by advanced financial designations from The American College of Financial Services and a law degree from the University of Nebraska College of Law.
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