 Jeffrey A. Pfleger, CPA*
Principal
Jeffrey A. Pfleger is Managing Director of Pfleger Financial, Inc. and a founding Principal. Jeff heads the private client division specializing in tax and financial planning strategies for high net worth individuals. Prior to Pfleger Financial, Jeff was a Senior VP at Bessemer Trust, delivering investment and fiduciary services to its ultra high net worth clients. His primary responsibilities were expanding client relationships in the Southeast region and delivering unique and customized tax and financial strategies to individuals and families. Jeff began his career with KPMG as a CPA in Miami.
Jeff Pfleger attended Vanderbilt University and holds an M.B.A. from the University of Miami. He holds degrees in Finance and Accounting and is a CPA for the State of Florida. He is Registered Representative through M Holdings Securities, Inc. and is a past qualifier for Million Dollar Round Table and Top of the Table. Jeff is active with many professional groups and civic boards including the Orange Bowl Committee, American Red Cross and the Estate Planning Council. Jeff is married with three children. |  James M. Pfleger, CLU*
Principal
James M. Pfleger is Managing Director of Pfleger Financial, Inc and one of the firms founding Principals 17 years ago. Jim runs the group insurance and executive benefits divisions having developed a specialty in designing and administering unique life and disability insurance plans for corporate executives and professional groups. Jim began his carrier with a small life and health insurance carrier in the group underwriting department. He later transitioned to the marketing department as a group sales representative marketing one of the first managed care networks in South Florida. Jim received his degree in Business Administration from Furman University in 1991. He is a Chartered Life Underwriter and a Registered Representative through M Holding Securities, Inc. Jim is a past Top of the Table qualifier for the Million Dollar Round Table. He is a member of the Disability Advisory Committee for M Financial Group. Jim is very active in many professional groups and civic organizations. He currently sits on the executive board for Informed Families. Jim is married and has two children. |
 H. Jack Pfleger, CLU
Senior Advisor
H. Jack Pfleger is a founding member of Pfleger Financial, Inc., a Member Firm of M Financial Group since its inception in 1993. Along with his many years of experience in the Life Insurance field, Jack brings his vast expertise in financial planning strategies for the affluent market Prior to Pfleger Financial, he was the Chairman of the Board and Chief Executive Officer of Life General Security Insurance Company, which he sold to the Travelers in September of 1993. Before his tenure with Life General Security Insurance Company, he represented all of South Florida as a General Agent for Mutual Benefit. Jack received his degree in Business Administration from the University of Florida and earned his Chartered Life Underwriter designation thereafter. He has been a Life & Qualifying member of the Million Dollar Round Table for 35 years and a 5-time qualifier for the Top of the Table. He belongs to the South Florida Estate Planning Council, the Advanced Association of Life Underwriters, and previously served on the Board of Directors of Barnett Bank of South Florida for 14 years. Jack has been an active member of the Orange Bowl Committee since 1975, a past President of the University Club, a past President of the University of Florida Alumni Association, and is currently a trustee member of the Greater Miami Chamber of Commerce. |
