About Us

Service…Expertise…Strategy

M K McDonough Financial & Insurance Services brings a depth of experience and expertise not found in many boutique financial services companies. For over 25 years we have helped business owners, executives and their families develop financial solutions that address their investment, insurance and retirement objectives.

Our industry affiliations allow us to provide you with the resources of global financial services leaders along with the superior service of a community based organization.  Supported by our team of CPA’s, attorneys and advanced financial solution specialists, M K McDonough Financial & Insurance Services has the expertise to provide you with comprehensive financial strategies utilized by the most successful business leaders.

Meet Our People

 

Michael McDonough is a licensed life, health and accident insurance agent, a Certified Covered California Insurance Agent and Registered Securities Principal. He has helped business owners and executives solve complex business challenges for over 25 years. His prior position as Chief Operating Officer with an established San Francisco based Investment Bank and Brokerage provided him with the experience and expertise to solve the three biggest problems facing today’s executive…1) Recruiting and retaining key employees, 2) growing and protecting business assets and 3) transferring corporate created capital into personal wealth.

 

Diane Sommers is a licensed life, health and accident agent, benefits counselor and Medicare Specialist. Her experience with group health insurance and voluntary employee benefits allows her to walk our clients through a cost/benefit analysis in order help them make informed decisions regarding how to best protect the health of themselves and their families. Additionally, Diane gained first hand experience of the ins and outs of Medicare Insurance and Senior Care issues while providing care to aging family members and working as a Care Coordinator for a nationwide Home Care organization.

 

 

 

 

 

 

 

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