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M3 Adds Seven New Shareholders

M3 Insurance recently announced seven new company shareholders: Keith Berry, Senior Retirement Plan Consultant; Jay Brown, Senior Account Executive; Lacey Endres, Vice President of Property & Casualty Operations; Matt Mekemson, Senior Account Executive & Managing Director; Rebecca Menefee, Vice President of M3 Elevate; Jesse Roberts, Senior Business Development Executive; and Kelsey Stacks, Senior Account Executive.

Berry provides guidance around employer-sponsored financial plan designs, drawing on his deep understanding of retirement plans, fiduciary obligations, and the regulatory environments. He joined M3 Financial in 2013.

Brown advises clients on plan design and risk management solutions with a focus on property & casualty for the construction & real estate industry. He joined M3 in 2022 with the Trottier Insurance Group acquisition.

Endres partners with executive leadership to set the strategy for the agency’s property & casualty operations. Her leadership focus includes M3’s property & casualty client services, brokerage, surety, and risk management teams. She joined M3 in 2007.

Mekemson specializes in property and casualty insurance with a focus on construction and real estate clients. He also acts as managing director of M3’s Kenosha office, overseeing overall office functions, facilitating cross-division growth strategies, and serving as a primary conduit from the Kenosha office to senior leadership. He joined M3 in 2022 with the Trottier Insurance Group acquisition.

Menefee provides sales leadership and employee development support, executing on various strategies to grow and retain M3’s client base within the M3 Elevate division. She joined M3 in 2016.

Roberts educates the business community about M3 services, including insurance and risk management, employee benefits and retirement planning. He joined M3 in 2016.

Stacks consults with and advises clients about the design, implementation, and management of their benefit programs. She joined M3 in 2016 as part of the M3YOU program.

Each of M3’s 57 shareholder partners is a current employee who is actively involved in our business and must sell his or her shares prior to retirement. This ownership structure ensures engagement while aligning with M3’s commitment to remain privately held.


About M3

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

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