Area President
CurrentEstablished in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning for High-Net-Worth individuals and families, as well as delivering highly creative executive benefit solutions for law firms and other professional service providers focused on retaining and attracting top talent. CFG is also recognized nationally as a leader in Private Placement Life Insurance (PPLI) for both qualified investors and Registered Investment Advisors (RIA). CFG is a division of Gallagher Benefits Services, a subsidiary of Arthur J. Gallagher (NYSE: AJG). CFG is a member firm of M Financial. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Cohn Financial Group, LLC is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
