As the Vice President of Member Firm Recruiting and Relationship Management at M Financial, I work closely with independent firms that share our core values to explore new relationships. Our vision is to continue to grow the M community in a manner that brings new perspectives, new leaders, and new possibilities to the unique M Financial community. Becoming a Member Firm with M Financial provides powerful support and resources that leverage access to industry-leading expertise, buying power, and exclusive products. To learn more about what we do and who we are, visit us at www.mfin.com. Disclosures: Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. 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 Holdings Securities, Inc 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.
Listed skills include Retirement Planning, Wealth Management, Series 7, Pensions, and 13 others.
