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

Tom Provow, CLU, ChFC
Phone: 615.893.4025
Email: tprovow@evergreenci.com
Murfreesboro, TN

M BENEFIT SOLUTIONS

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

SWBC INVESTMENT SERVICES

Thomas J. Jordan, CLU, MSFS, CEPA
Phone: 210.872.1055
Email: tom.jordan2019@outlook.com
San Antonio, TX