Our Team

Mark S. Miller, CLU, CFP, AIF®, CFPA

Managing Director

During the last 30 years, Mark Miller has helped thousands of employees define their retirement goals and objectives. Mark’s primary focus is to help ensure trustees have managed their personal fiduciary liability and that employees are “retirement ready.” He seeks to accomplish this by assisting with the design and implementation of retirement plans whose provisions and investment alternatives are in the best interest of employees and their beneficiaries. Likewise, employees are better prepared for their future by participating in Mark’s clearly communicated educational programs.

An adrenaline junkie, Mark is a passionate snowboarder, scuba diver, boot camp instructor, triathlete, Tough Mudder survivor, and outdoor enthusiast (backpacking/rock climbing). He has been the pianist for his church since its inception in 1996; and he was recently the Scoutmaster for BSA Troop 266. Mark and his wife, Mary Ann, are proud parents of their two sons…both of whom are Eagle Scouts.


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