What departments does M Financial Group have?

M Financial Group has employees across 14 departments including Finance, Human Resources, Legal, Information Technology, Program & Project Management.

What is the largest department at M Financial Group?

The largest department at M Financial Group is Finance with 4 employees.

Where are M Financial Group employees located globally?

M Financial Group has employees across 3 continents and 5 countries including India, United Kingdom Of Great Britain And Northern Ireland, Netherlands, United States Of America, Canada.

How has M Financial Group's team size changed over time?

M Financial Group's team has decreased from approximately 510 to 251 employees based on available data.

M Financial Group Employee Directory

Financial ServicesOregon, United States201-500 Employees

M Financial Group operates a national and international network of independent member firms in the financial services sector. Since its founding in 1978, the network has served ultra-affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies by offering a broad range of insurance, investment, and executive-benefit solutions. Member firms remain independent while collaborating toward a shared objective of delivering sustainable financial strategies tailored to clients’ goals.

The organization is based in Portland, Oregon, and includes M Holdings Securities, Inc., a registered broker-dealer and registered investment adviser regulated by FINRA/SIPC. In May 2026, the firm appointed Alvaro José Muñoz as Chief Financial Officer, signaling leadership expansion while continuing to provide a diversified suite of financial solutions through its network.

M Financial Group Global Highlights

North America
376

United States Of America
374
Canada
2

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Netherlands
1

Asia
2

India
2

M Financial Group's Leadership

R. O. C.
Chief Financial Officer
Mobile Phone
Email
D. W.
Vice President Corporate Benefits
Mobile Phone
Email
V. P.
Vice President Legal And Compliance
Mobile Phone
Email
R. O.
Head Of M Advisory Services
Mobile Phone
Email
B. W.
Vp, Global Specialty Markets
Mobile Phone
Email
D. N.
Vice President, Head Of Internal Audit
Mobile Phone
Email
S. J.
Vice President
Mobile Phone
Email
T. D.
Director, Broker Dealer Compliance
Mobile Phone
Email

M Financial Group Employee Metrics

100%

50%

0%

2026

2025

Analytics
Operations
Engineering
Finance
Accounting
Other
Consultant
Arts & Design
Banking
Program & Project Management
Community & Social Services
Product Management

Contact profiles from M Financial Group

Name

Title

Contact Info

Location

Last Update

R. O. C.
Chief Financial Officer
Mobile Phone
Email
Oct 18, 2024
R. O.
Head Of M Advisory Services
Mobile Phone
Email
Jun 16, 2026
B. W.
Vp, Global Specialty Markets
Mobile Phone
Email
Jun 24, 2026
D. N.
Vice President, Head Of Internal Audit
Mobile Phone
Email
Jun 26, 2026
D. W.
Vice President Corporate Benefits
Mobile Phone
Email
Oct 17, 2024
S. J.
Vice President
Mobile Phone
Email
Nov 19, 2025
V. P.
Vice President Legal And Compliance
Mobile Phone
Email
Jul 15, 2026
T. D.
Director, Broker Dealer Compliance
Mobile Phone
Email
Jun 25, 2026
D. K.
Director M Technology
Mobile Phone
Email
May 22, 2025
J. M. B.
Director
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is M Financial Group known for?

M Financial Group was founded in 1978 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-238-****

. Explore M Financial Group's company overview page for more information.

What is M Financial Group's most common email format?

M Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M Financial Group email formats with LeadIQ.

How many employees does M Financial Group have currently?

M Financial Group has approximately 257 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are M Financial Group's key employees and leadership?

As of July 2026, M Financial Group's key employees include:

Chief Financial Officer: R. O. C.
Vice President Corporate Benefits: D. W.
Vice President Legal And Compliance: V. P.
Head Of M Advisory Services: R. O.
Vp, Global Specialty Markets: B. W.

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M Financial Group Employee Directory

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