Richard D. Kase, CLU®
Principal & Chairman of the Board
M Holdings Securities Inc.
Rich currently serves as Chairman of the Board of GDK & Company. He concentrates primarily in life insurance and disability income planning for owners of closely held business, entreprneurs, and the professional community. He joined the firm, formerly known as Greenwald Underwriting Associates, Inc., in 1975 and was made a director in 1985.
He is a 1974 graduate of Xavier University, where he received a bachelor’s degree in marketing, and is a member of the Legion of Honor, an elite organization for outstanding scholar athletes.
He has been a member of the Million Dollar Round Table since 1980, a Chartered Life Underwriter since 1984, and is a member/shareholder of M Financial Group, a national network of independent financial service firms.
Rich is a past President of The First Tee of Akron Board of Directors, and continues to serve on The First Tee Advisory Board. He is a past Chapter Trustee of the Northeast Ohio Chapter of The Arthritis Foundation, and served as the Great Lakes Region’s Representative for the National Osteoarthritis Alliance. He is also very active in fund raising for his Alma Mater, Walsh Jesuit High School.
Rich has two daughters, Kelly and Courtney, two step-daughters, Becky and Rina, and resides in Cuyahoga Falls with his wife, Cathy.