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M Financial Group Welcomes The Burgess Group to Network of
Member Firms
PORTLAND, OR, June 19, 2012—M Financial Group (“M Financial”) today announced that
The Burgess Group has become a Provisional Member Firm. Based in Salt Lake City, Utah,
The Burgess Group specializes in the use of life insurance premium financing to address estate
planning challenges, facilitate charitable giving, and build asset protection for ultra-high-net-worth
domestic and offshore clients. The Burgess Group joins M Financial’s elite network of more than
135 independent firms.
The Burgess Group was founded in 1999 by Steven Burgess, President and CEO, and Elizabeth
Burgess, JD, Vice President, Corporate Counsel. Today the firm is supported by a team of nine
professionals with diverse experience in estate preservation, banking, and financial planning.
Offering clients sophisticated solutions that mitigate risk and build wealth for future generations,
The Burgess Group maintains a long-term strategy backed by extensive knowledge. For more
information, please visit www.tbgroup.org.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “The Burgess Group has
developed unique expertise and applied it effectively both domestically and internationally. The
team has demonstrated a commitment to providing sustainable service to their clients, which
resonates within the M Community. We look forward to supporting the continued growth and value
they deliver to their clients.”
Steven Burgess, President and CEO of The Burgess Group, commented: “Joining M Financial Group is
an exciting step that gives us access to products and services designed specifically for affluent clients
and support to enhance our ability to advocate for the long-term needs of our clients. Coupled with
access to the intellectual capability of M Financial’s national network of firms, The Burgess Group is
well positioned to enhance the lives of the clients that place their trust in us for years to come.”
About M Financial Group
With more than 135 Member Firms in 36 states, Canada, and the United Kingdom, M Financial Group
is one of the nation’s leading financial services design and distribution companies. Since 1978,
M Financial’s network of independent insurance, investment, and executive benefit firms has served
the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune
1000 companies. For more information about M Financial Group, please visit www.mfin.com.
Contact Information:
Jacob Boston
M Financial Group
503.414.7296
[email protected]