About Us

Our Story

Loren Mortenson launched the firm that became M3 in 1968 with life insurance and financial planning at its core. When Richard Matzelle joined in 1970, we added employee benefits expertise. In 1985, four property and casualty professionals, led by Charles Meldrum, rounded out our business insurance offerings.

Where We Are Now

More than four decades later, we’ve grown one office and one employee at a time to serve as a leading insurance agent and broker for businesses in the areas of property and casualty insurance, employee benefits and retirement planning.

A testament to our staying power, our strong-talent force of 180 employees headed by President & CEO Mike Victorson, now advises more than 5,000 commercial clients and places more than $450 million in insurance premiums every year. We are proud to call five Wisconsin cities, including our headquarters in Madison, and our newest regional office in Denver, Colorado, home.

A legacy of our founders is charitable giving, a commitment that has grown right along with us. We are privileged to give back to the communities that have helped us and our clients thrive.

Our Core Values

From the Great Lakes to the Rocky Mountains, six core values guide us. We constantly endeavor to:

• Understand and exceed client expectations
• Demonstrate integrity and honesty in all relationships
• Accept responsibility and be accountable
• Seek continuous improvement and personal renewal
• Embrace innovation, and be open to change
• Have fun

Your Story

Enough about us, we want to hear about you. How can we help your business?