YOUR FUTURE IS OUR FOCUS
Entrust in and rely on a family of professionals dedicated to help achieve your goals
“Alone we can do so little,
together we can do so much.”
– Helen Keller
Joe CreaFounder || President
Linda CahillCo-Owner || Principal
Denise BandsuhUnderwriting Account Manager
Andrew CateFinancial Professional
Scott FischerPrincipal || Director of Wealth Management
Mary JohnsonExecutive Assistant
Kiowa SpeckSenior Retirement Consultant
Katie ReedOperations Manager
Our team always strives to deliver high quality offerings through our core values:
- Enthusiastic Givers
- Never-Ending Solutions
- Zealous Service
- Always Accountable
Nearly fifty years ago we dug our roots in the financial industry with a client-focused mentality and passion to help provide financial independence to our clients primarily utilizing insurance solutions. In order to better serve the changing needs of clients in today’s dynamic business environment, we, Enza Financial, have evolved into a full-service provider for retirement plans, life insurance, executive benefits and wealth management.
As a small business, we recognize the power we have to make a difference together beginning with giving back with intention. This means not only within our local community and nonprofit organizations, but also amongst each other, clients, prospects, and thriving business professionals that are searching for their opportunity to make a difference in the world.
“Everyone can be great, because everyone can serve”
– Martin Luther King, Jr.
The M Advantage
We are an M Financial Firm
In 1978, four visionaries came together to form M Financial Group with an idea that clients with better experience characteristics deserved access to better pricing.
Life insurance carriers at the time used delivery systems and products that helped them retain the value created by the most profitable policies, instead of returning it to those clients who helped create it.
So M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.
In the decades since, M Financial has cultivated an exclusive community of Member Firms across the U.S., in the U.K., and in the UAE, and have expanded our solutions beyond life insurance to include Disability Insurance, Long-Term Care Insurance, Annuities, Corporate Benefits, Wealth Management, and International Insurance Solutions.
Enza Financial is proud to be a Member Firm since 1985.