M PREMIER PARTNERS - Key Persons

Dana J. Sanchez

Job Titles:
  • Executive
  • Senior Associate
  • Senior Associate - Client Services
Dana J. Sanchez serves as Executive Client Service Associate with M Premier Partners. As an Executive Client Services Associate, Dana's responsibilities include opening and servicing accounts, insurance and annuity contract processing, and relationship management. Before M Premier Partners, Dana spent 32 years in Bank of America's leasing, consumer loan, electronic banking, and credit card divisions as a vice president and manager, she retired from the bank in 2004. Since 2006, Dana has been a Client Services Representative in the brokerage industry starting with UBS and most recently with The HMM Group at Integrated Wealth Management. Dana enjoys gardening in her yard and taking

Erik Mora

Job Titles:
  • Strategic Partner
  • Strategic Partner - Freedom Partners LLC
Erik Mora, RICP®, co-founded Freedom Partners in August 2017. Erik has been in the financial services business since 1997. Erik's responsibilities at Freedom Partners (FP) is to work with FP's partner advisory firms on their strategic marketing, brand development and to act as their day-to-day business and marketing consultant. Erik's activities focus on driving revenue, increasing AUM, and overall business efficiency for FP's partner advisors.

Mark Hayek

Job Titles:
  • Partner and Senior Financial Advisor

Matt Meyer

Job Titles:
  • Founder and Managing Partner of the BluePrint Insurance Services
  • Strategic Partner
  • Strategic Partner - the BluePrint Insurance Services
Matt Meyer is a twenty year veteran of the insurance and financial services business. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long term products utilized for risk mitigation. Matt currently serves as Founder and Managing Partner of The BluePrint Insurance Services, a partner of a leading life insurance and annuity marketing company in the country, AimcoR Group. The BluePrint provides cutting-edge pooled resources to allow access to premium markets, insurance carriers, affiliations, customized strategies, and planning concepts. Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.

Mike McConnell

Job Titles:
  • Partner and Senior Financial Advisor
  • Preferred Advisor

Patrick J. Burns

Job Titles:
  • Strategic Partner - Advanced Regulatory Compliance, Inc
Advanced Regulatory Compliance, Inc. (ARC) is a national full-service investment advisory compliance consulting firm backed by its association with The Law Offices of Patrick J. Burns, Jr., P.C., a securities law firm. The explosive growth of the investment advisory business over the past few years created a need for a firm such as ARC to help investment advisers deal with their ever-increasing compliance obligations in a challenging regulatory environment. ARC provides practical solutions to complex compliance issues. Our key services include investment adviser registration, mock audits, annual reviews, due diligence/ verifications, and compliance support and consultations. ARC's highly skilled professionals provide compliance support to a variety of firms, from start-up investment advisers to multi-billion dollar practices. Patrick J. Burns, Jr., J.D. is the President and founder of Advanced Regulatory Compliance, Inc. Additionally, he is the managing attorney with the Law Offices of Patrick J. Burns, Jr., P.C., a securities law firm dedicated to assisting industry members with their legal needs. Mr. Burns is a member of the California, New York, New Jersey and Texas Bars. He received his Juris Doctor degree from Southwestern University School of Law in Los Angeles, California and Bachelor of Business Administration degree from Pace University's Lubin School of Business in Pleasantville, New York. Mr. Burns began his professional career with a New Jersey based law firm and then worked in a legal/compliance capacity for several financial services firms located in New York City and Los Angeles. During his financial services career, he acquired numerous FINRA and insurance licenses. Mr. Burns is a frequent industry speaker and a member of the Financial Planning Association and Southern California Compliance Group. He is also a proud member of the Southern California Chapter of the Irish American Business Network and Irish American Business Chamber & Network.

Ryan Delaney

Job Titles:
  • Strategic Partner
  • Strategic Partner - Freedom Partners LLC
Ryan Delaney, CFA® co-founded Freedom Partners in August 2017. Ryan has been in the financial services business since 1995. Ryan's responsibilities at Freedom Partners (FP) is to work with FP's partner advisory firms on running the overall financial operation of their firm. His responsibilities include maintaining their company financials, working with all outsourced vendors, client billing, bill pay, cash flow forecasting, and budgeting.Ryan's produces monthly business dashboards that focus on reducing expenses, increasing revenue and overall business efficiency for FP's partner advisors.