The Trusted Path

David Byers Elected To M Financial Board of Directors


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Message in a Shoebox

My father always said you could tell a lot about a man from his shoes.  In his day, men wore thick, leather running board-soled, laced up shoes to the office.  Loafers were for, well, loafing.  Tennis shoes were of course for tennis.  And “driving mocs”, if yet dreamed up, would have been for …driving, in Italy I guess.


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2016 ACTEC Southern Regional Meeting

Capital Strategies participated in the 2016 ACTEC Southern Regional Meeting held April 22-24 at the Grand Bohemian Hotel in Mountain Brook, Alabama.  David Byers, Will Worrell and Hudson Williams of Capital Strategies offered a presentation on split-dollar life insurance funding with Birmingham attorney and ACTEC fellow Dale Stone moderating.  Capital Strategies then partnered with Northern Trust to host a dinner at the home of Capital Strategies’ principal John Carter and his wife, Molly. 


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2016 National Advisors Conference, February 21-24

  M Financial hosted its 2016 National Advisors Conference at the Streamsong Resort outside of Tampa, Florida, in February, 2016. The National Advisors Conference brings together M producers and invitee professional advisors for three days of tax, insurance, and estate planning seminars, as well as “a little golf”.   David Byers of Capital Strategies participated on a panel along with two Holland and Knight attorneys.


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Kent Featured2

One Man’s Path to the Top of the World

Kent Stewart is more than our client. He is a husband, a father, and an attorney. He’s a business owner, a Birmingham, Alabama, resident, and he has an impressive resume of someone who has worked hard and consistently.


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David Byers Elected to Board of Directors of AALU


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NESC Featured

The Integrity of a Shirt

Perched up on the well-worn banks of the Quequechan River sits a textile factory that has seen the powerful waters rush through a path they carved. Since 1811, the mill town of Fall River, Massachusetts, has trusted the steady flow of the river to drive their industry both physically and in spirit. Of all those mills that formed this town in those early American days, only a few remain.


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Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.