BoliColi is an advisory firm focused on providing executive benefit consulting services to banks, middle market companies and tax exempt organizations. With 30+ years of experience and long term relationships with leading insurance and investment firms, BoliColi.com is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients. As a Member Firm of M Financial Group, a nationwide organization of insurance and investment advisory firms, our clients benefit from a balance of independence alongside M Financial's significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection and ongoing service for our clients.Executive Benefits Consulting-SERP Design-Deferred Compensation Plans-Split Dollar Arrangements-162 Bonus Plans-Industry BenchmarkingBenefit Funding & Administration-Bank-owned Life Insurance (BOLI)-Corporate-owned Life Insurance (COLI)-Insurance and Investment Management-Ongoing Support and AdministrationSecurities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BoliColi 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.

• Senior Accountant Relationship Manager- developed strategic partnerships with accounting professionals to help better service their clients and streamline bookkeeping processes.• Consulted with businesses to help provide solutions in the realm of Group Benefits, Health Insurance, Retirement Plans, Human Resources and Payroll Automation. • FY19 Finished 20th in the nation amongst 2500+ sales representatives • FY18 Finished in top 1 percent of 2500+ sales representatives • FY17 Finished in top 1 percent of 2500+ sales representatives • FY16, 17, 18 & 19 Pinnacle Award Recipient for over $350,000 in sales• FY15, 16, 17, 18 & 19 President's Club Qualifier for top national achievers• FY15 ADM Top Units and Dollars• FY15 Unsung Hero Award

• Achieved 100% of yearly quota in 7 months• "Superstarts '14" Award Winner (Punta Cana)- Finished first among ADM grouping in Northeast Region

• Finished Fiscal Year 2014 at 244% of plan• Top ADM Percentage of Plan - Award Winner • Rookie Of The Year - Award Winner• “All-In” Sprint - Award Winner (Las Vegas, 2014) Qualified by finishing among top 25 ADMs in Northeast Region

Seek out upcoming, unsigned artists and provide A&R with weekly Hot Sheets.

• Created a multi-genre music website that allows users to stream, rate and comment on the newest song releases.• Planned and promoted medium to large scale concerts and events ranging from weekly college nights to large-scale concerts with 5,000+ attendees. • Partnered with touring festivals and developed relationships with companies to help put on some of the biggest EDM shows in NC to date.• Within first 6 months of our release generated advertising revenues and ticket sales in excess of $50,000 • Oversaw a team of 20 interns who promoted events, sold concert tickets and wrote for the site on a daily basis• Used HTML and PHP editing skills to create multiple functionalities and features throughout the site.

• Collaborated with the former CEO of Monster.com Jeff Taylor, to help develop a start-up business in the music recording and booking industry• Helped company and our associated acts prepare for large scale events such as Ultra Music Festival, World Electronic Music Festival and Identity Festival.• Developed relationships with companies, posted announcements on websites and created blogs to increase awareness of the company.• Ran a weekly radio show that was broadcasted throughout the UK and United States by finding local talent and having them play 2 hour sets.

• Worked in the commercial loan department alongside senior commercial lenders to develop an Excel database comprised of construction loan schedules.• Recorded and analyzed all of Lowell Five's mortgage customers and their mortgage rates to help them save money on their loans by refinancing.•Worked with senior commercial lenders to help improve productivity & organization during day-to-day operations