Michael S. Schoonmaker, MBA in

Michael S. Schoonmaker, MBA

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SVP, Wealth Solutions, President and CEO of M Holdings Securities at M Financial Group
📍 Portland, Oregon, United States

Michael leads Wealth Solutions at M Financial Group, leveraging over three decades of experience to develop innovative platforms for the firms members. Colleagues describe him as a trustworthy, down-to-earth, and impactful leader. He holds an MBA from Westminster University and has completed an executive education program at The Wharton School.

Outside of his professional life, Michael is passionate about community involvement and youth mentorship. He is actively mentoring a young individual, focusing on teaching resilience and the power of overcoming personal challenges to achieve difficult goals.

To set an example for his mentee, he is actively working to overcome his own profound fear of heights.

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Experience
23 Years
Current Role
SVP, Wealth Solutions, President and CEO of M Holdings Securities
Job Level
Leadership
Location
Portland, Oregon, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Wealth Management Innovation
His role involves creating innovative platforms, strategies, and solutions to serve the needs of M Financial's Member Firms and their affluent clients.
Leadership & Mentorship
Described as an "amazing leader" and "impactful mentor, " he focuses on building successful teams and fostering growth in others.
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Career

Work history

11-2022
SVP, Wealth Solutions, President and CEO of M Holdings Securities
M Financial Group
6-2021 - 11-2022
SVP, Chief Operating Officer
National Advisors Trust Company
6-2021 - 11-2022
Board Member
National Advisors Trust of South Dakota, Inc.
4-2020 - 5-2021
Vice President, Head of Private Client Group and Sales
American Century Investments
9-2017 - 5-2021
Vice President, Head of Sales and Relationship Management
American Century Investments
In the press

Media appearances

Michael Schoonmaker - M Financial Group Leadership Profile. Featured in M Financial Group (Corporate Website)
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M Financial Group's Michael Schoonmaker On Combining Life Insurance and Holistic Financial Planning. Featured in RIA Channel
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Education
2015 - 2017
Executive Education
The Wharton School
1998 - 2000
MBA
Westminster University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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