Values and Culture

Core Values

At Winged Keel, we strive to be the preeminent life insurance brokerage firm for ultra-affluent families by consistently exceeding the expectations of our clients and their advisors, delivering intelligent advice and diligent service, and serving multiple generations of clients through continual innovation and customized solutions. Our team is deeply committed to our core values of Client-Centric Collaboration, Respect and Accountability, Unmatched Excellence, Dedication and Integrity, and Innovation.

Giving Back

Winged Keel is committed to long-term partnerships with organizations that provide a lasting positive impact. We are honored to partner with local nonprofits where we live and work on food and toy drives as well as educational and volunteer programs. Organizations that we support throughout our offices include First Tee, City of Hope, Heading Home, Big Brothers Big Sisters, Richmond Autism Integration Network, DREAM, Cristo Rey, Robin Hood, Foundation Fighting Blindness, Third Way Center, Rocky Mountain Wild, The Family Center, and more.

Diversity and Inclusion

Spearheaded by our Citizenship Committee, we promote diversity and inclusion in the workplace and community by providing the Winged Keel team with educational and volunteer opportunities to actively engage in causes that create a more equitable society. Our D&I program additionally includes engagement with a broad range of candidates in our recruitment process, employee sexual harassment and unconscious bias training, and ongoing vendor diversity reviews. We are committed to cultivating a diverse work environment and increasing representation at every level of our firm.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. Winged Keel Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. AR Insurance License #100101804. CA Insurance License #0E67796. MN Insurance License #20316305

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

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