Advisor Firms

M Benefit Solutions – Bank Strategies is structured to provide our clients with consistent, nationwide coverage. We have identified several Advisor Firms with extensive experience in bank executive and director benefits and BOLI to provide consulting services to clients nationwide.

Distributed throughout the country, these firms work with us to design programs which aim to meet each bank’s specific needs and to help ensure high quality, ongoing administrative and compliance services.

John Gagnon
Phone: 781.942.5700
Email: jgagnon@bolicoli.com
Reading, MA

BOULEVARD FINANCIAL

Mark McCullough
Phone: 913.317.5403
Email: markm@boulevardfinancial.com
Overland Park, KS

ECI/BANK BENEFITS

Thomas V. Lynch
Phone: 952.885.2727
Email: tlynch@ecicompanies.com
Minneapolis, MN

James Cheney
Phone: 423.756.3828
Email: jcheney@evergreenci.com
Chattanooga, TN

Robert Kozloski
Phone: 423.505.3613
Email: rkozloski@evergreenci.com
Chattanooga, TN

Gerald Middel
Phone: 303.948.4068
Email: jmiddel@fdltd.com
Denver, CO

Keith R. Fisher
Phone: 303.512.2910
Email: kfisher@fdltd.com
Denver, CO

M BENEFIT SOLUTIONS

Mark Boomgaarden
Phone: 952.334.3239
Email: mark.boomgaarden@mben.com
Saint Peter, MN

Thomas J. Jordan, CLU, MSFS
Phone: 512.656.9950
Email: tom.jordan@mben.com
Austin, TX

Dan Wagner
Phone: 636.530.1635
Email: dan.wagner@mben.com
Chesterfield, MO