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Specialties
Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University.
Mark specializes in working with physicians, dentists, and business owners nationwide. He has designed his practice to build life-long relationships with his clients by establishing trust through honesty and two-way communication. Mark grew up in Texas, where he lives with his wife and kids. He earned his BBA from Baylor University and is passionate about family, friends, learning, staying active, and sports. Mark is actively involved in his church and non-profit group, Arrows of Light. Through comprehensive financial planning, Mark and his team provide value to his clients and their families in the following areas: Objective Financial Education – Mark focuses on making the convoluted topics of finances simple. Organization – Providing structure to your every day and “big picture” finances. Accountability – Keep clients accountable for their goals and priorities despite conflicting emotions. Transparency – Establish open and honest communication about every aspect of the advisor-client relationship, from favorable and unfavorable news to fees and other processes. Time – Mark’s team gives you back time to enjoy life and your loved ones instead of spending it on stressing, managing, and implementing your financial affairs. Experience – Having met with thousands of physicians and their families over the past decade, Mark’s expertise is vital to his recommendations for what is successful and the common mistakes or pitfalls that physicians make.
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Always free for clients.
CFP, CLU, ChFC, WMPC
Chartered Designations
What do these credentials mean?
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Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0K27480.