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Our Team

J. Daniel Vogelzang, LUTCF

Chairman & CEO

Jan Coombs

Director of Underwriting

Monica Ferland

Director of Client Service

Nathan Pagunuran

Director of IT / Data Science

Patti Garrity

Front Office Coordinator

Simon Hoffman

Client Service Associate

About Us

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  • Disclaimer

    M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (CA Lic#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
    Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ,CA,CO,GA,ID,NC,NY,OH,OR,PA,SC,TN, and TX. Residents of other states should consult with a local registered representative for securities products.
    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA / SIPC. M Advisory Group is independently owned and operated.

    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
    Please go to mfin.com/disclosure for further details regarding this relationship.
    This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.

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    M Advisory Group

    2377 Crenshaw Boulevard, Suite 150
    Torrance, CA 90501
    310.530.5525

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