#USA #Dallas #RIA Channel #M Financial #Greg Webster

M Financial Group Welcomes Greg Webster as Vice President

M Financial Group, a prominent player in financial services design and distribution, has appointed Greg Webster to the position of Vice President for RIA Channel Development. This newly formed role promises to play a crucial part in expanding the company's network of independent financial professionals.

In his new capacity, Webster will concentrate on improving the connections between wealth advisors and insurance producers, facilitating their introduction to M Financial’s growing network of independent Member Firms. His strategy includes not only fostering personal connections but also overseeing an initiative aimed at linking groups of advisors and producers to develop new Member Firms under the M Financial umbrella.

Expertise Anchored in Experience

Bringing more than 35 years of progressive experience in wealth advisory, Webster most recently held the position of President and CEO at Eagle Strategies LLC, the investment advisory arm of New York Life Insurance Company. His extensive knowledge spans various domains including life insurance, high-net-worth planning, and the creation of innovative product solutions as well as distribution channels. This background equips Webster with a deep understanding of the complexities and dynamics within the financial advisory landscape.

Webster's previous executive roles include significant tenures at major financial institutions such as HSBC and Guardian Life Insurance. His educational credentials further enhance his profile; he holds an MBA in finance from Long Island University and a Bachelor of Arts in marketing from Arizona State University.

A New Era for M Financial

Russell Bundschuh, President and CEO of M Financial, expressed his enthusiasm about Webster joining the team, noting that his extensive expertise and industry connections will add tremendous value to the company’s Member Firms. Bundschuh stated, "We have only just completed a total transformation of our wealth space through the adoption of cutting-edge technologies, expanded functionalities, and new partnerships. Greg will be integral to our ability to fully leverage our RIA and realize the significant growth we envision."

The appointment comes at a time when M Financial Group is on the cusp of significant growth and development, having recently implemented advanced technologies and broadened its service capabilities. Webster will provide essential market intelligence for M Financial’s Wealth Solutions business, further enhancing the firm's ability to deliver leading market offerings effectively.

The Future Looks Bright

With an ever-evolving market landscape, M Financial aims to stay ahead of trends and opportunities for RIA growth. Greg Webster’s strong foundation in wealth management and established industry relationships will undeniably contribute to the company’s vision and direction. The blending of his leadership and M Financial’s innovative strategies could signal a promising future in the financial services sector, particularly as it continues to adapt in the face of recent changes and demands from clients.

In summary, the addition of Greg Webster as Vice President at M Financial Group is a strategic move aimed at bolstering their influence and outreach in the wealth management sector. As the company seeks to expand its network and enhance its service offerings, Webster's role will be pivotal in achieving these ambitious goals, ensuring M Financial remains a leader in its field.