1210 Washington Street
Highland, IL 62249
618.654.4426
Fax: 618.654.4942

Our People

Executive Team

Donald J. Portell
Chief Executive Officer
Assistants: David Bargetzi & Louise Hemann

Donald J. Portell founded Portell Financial Services, Inc. (formerly known as M Financial Services) in 1984, after nearly 20 years as an independent insurance and investment agent representing Connecticut General Life Insurance Company and several other companies. His performance earned him a lifetime spot in the President’s Club of Conneticut General Life Company. He has served as a member of Security Life of Denver’s and Connecticut General’s Agents’ Advisory board. His professional credentials include a Certified Estate and Business Analyst (CEBA). He is a member of the American Association of Life Underwriters (AALU) and the National Association of Life Underwriters (NALU).

D. Brent Portell
Principal
Assistant: Rachel Mobley

D. Brent Portell has worked in the firm since 1989. He holds a bachelor’s degree in finance from Eastern Illinois University and is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a Registered Representative and Investment Advisor Representative of and offers securities through M Holding Securities, Inc. He Belongs to the American Society of Chartered Life Underwriters and Chartered Financial Consultants. He is a member of the National Association of life Underwriters (NALU); Association for Advanced Underwriting (AALU); St. Louis Estate Planning Council; the National Association of Estate Planners; International Association of Financial Planners; and the President’s Club of Security Life. Brent and his wife Kathy reside in rural Highland with their children Brock, Brode, Rece Derian, and Brylee.

Rooney Barker
Registered Representative

Rooney Barker has been a partner with the firm since its inception. Rooney entered the insurance and financial planning business in 1978 at Connecticut General Life Insurance Company where his outstanding performance earned him standing in the President’s Club. He holds the Chartered Life Underwriter (CLU) professional credential and is a Registered Representative and Investment Advisor Representative with and offers securities through M Holding Securities, Inc.

Support Team

Deb Vonderhaar

Investment Operations Division Manager

Rachel Mobley

Administrative Assistant and Operations

Stephanie Nattier

Finance Manager

Dave Bargetzi

Senior Case Design Analyst

Renee Portell

Assistant to Don Portell