Contact the Houston Office


4635 Southwest Freeway, Suite 755
Houston, TX 77027


(​832) 518-5173

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Our Advisors

Mary Ann Miller
Administrative Assistant

 

Mary Ann Miller currently works as a non-licensed administrative assistant to Mark Miller and the Houston office of Retirement Benefits Group. She assists with client requests, research projects, and follow-up client contact.

Mary Ann has worked in the financial services industry for over 30 years. Prior to working with RBG, Mary Ann was a Vice President—Private Professional Lending with Chase Bank in downtown Houston.

Education

Mary Ann attended University of Texas at Austin and graduated with a BBA in Finance. She has had a Life, Accident, and Health insurance license in the state of Texas since 2002.

TX Insurance License# 1206661

Interest

Mary Ann resides in Houston, TX where she and Mark raised their two sons. She enjoys exercising, reading, participating in church activities, traveling, and volunteering in civic opportunities like the Houston Marathon and the Houston Superbowl LI committee.

Full Profile

Mark S. Miller, CLU®, CFP®, AIF®, CFPA
Managing Director

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msmiller@rbgnrp.com
+1 (832) 518-5165

During the last 24 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.

As an Accredited Investment Fiduciary designee, Mark has been a retirement advisor for Advantage Benefit Service, a health and welfare consulting firm, since 2004.  He was in a similar position with MassMutual—Strategic Financial Group LLP from 1988 to 2004. Prior to entering the retirement arena, Mark was a Senior Vice President of commercial lending with both Canadian Imperial Bank of Commerce and Chase Bank-Houston for the eight years ending in 1988.

Mark is a member of The American Society of Financial Professionals, the National Association of Insurance and Financial Advisors, and the Houston Association of Insurance and Financial Advisors.

Education

Mark earned a Bachelor of Science degree in Biology from Baylor University and a Masters of Business Administration in Finance from Louisiana State University.  In addition, Mark holds the following designations: Chartered Life Underwriter (CLU); Certified Financial Planner (CFP); and Accredited Investment Fiduciary (AIF).  He also maintains various FINRA securities registrations with LPL Financial in Arkansas, Louisiana, and Texas.

CA Insurance Lic. #0K21277

Interest

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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Chris Lynch
Director of Office Operations

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c.lynch@rbgnrp.com
+1 (832) 767-4801

Chris Lynch is Director of Office Operations at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms.  Chris’ primary role is helping clients prepare for retirement, striving to ensure they receive the expertise and support they need to work toward their goals.  He is also responsible for helping determine if plan investments are on track and that clients’ retirement savings are in appropriate funds.  Chris also acts as a liaison between clients and financial institutions to help ensure that all administrative processes and functions are being carried out effectively.

Chris joins Retirement Benefits Group with experience in servicing clients in the life insurance industry, where he worked closely with a career agent from MassMutual.  Before this, Chris worked as Program Coordinator for KW Cares, the non-profit public charity of Keller Williams Realty.  As Program Coordinator, Chris reviewed grant applications from agents and family members throughout Keller Williams Realty to assist with help for medical bills for things such as surgeries and cancer treatment.  He also spearheaded disaster relief efforts for agents their families during harsh events such as Superstorm Sandy.

Education

Chris earned his Bachelor’s in Business Administration with an emphasis in Marketing from Texas State University in San Marcos, Texas.  He then went on to earn his MBA from the University of Houston.

Interest

Chris is an avid sports fan who loves attending sporting events of all types.  Additionally, he enjoys spending quality time with family and friends.

Full Profile

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI