Managing Director

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

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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.

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