M3 Adds Seven New Shareholders
M3 Insurance recently announced seven new company shareholders: Beth Dettman, Chief Financial Officer; Brad Winchester, Director of Construction & Real Estate Practice; Brian Meyer, Director of Risk Management-Employee Benefits; Chris Halverson, Risk Management Sales Director/Director of Rapid Response & Recovery; Jeff Anderson, Senior Account Executive; Katie Ott, Director of Worksite Practice; and Tom Schmidt, Business Development Executive.
Dettman is responsible for developing initiatives to achieve strategic organizational plans with an emphasis in areas of finance, tax, mergers & acquisitions, and stakeholder alignment. She is committed to fostering key client, community and professional services relationships on M3’s behalf. She joined M3 in 2019.
Winchester serves as a subject matter expert, strategist and thought leader for M3’s construction & real estate practice, and is responsible for sharing information on trends and issues that specifically impact this industry. He joined M3 in 2016.
Meyer joined M3 in 2014. He oversees a specialized risk management team for M3’s employee benefits services in the areas of data analysis, compliance, health promotions and wellness and employee communication.
Halverson supports M3’s risk management sales efforts as well as education and processes which enhance client risk mitigation programs. In the capacity of director of rapid response & recovery, he works closely with clients who experience catastrophic events to assess the damage, consult with them on next steps, and coordinate the resources they need in order to move forward. He joined M3 in 2003.
Anderson supports the agency’s efforts to gain new business and build lasting client relationships. Specializing in employee benefits, he minimizes, monitors and controls the impact of his clients’ risk through effective insurance program design. He joined M3 in 2009.
Ott advises clients on complementary voluntary benefits programs, supporting carrier selection, implementation, employee education and engagement, and benefit enrollment technology. She joined M3 in 2016.
Schmidt educates the business community about M3 services, including insurance and risk management, employee benefits and retirement planning. He joined M3 in 2015.
Each of M3’s 51 shareholder partners is a current employee who is actively engaged in our business and must sell his or her shares prior to retirement. This ownership structure aligns with M3’s commitment to remain privately held.
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.