Broker Check

Phone (651) 998-9822

Fax (651) 203-3516


Our team of financial professionals can help you with:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your more complex questions, such as:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the components of a solid estate strategy?
  • Do I have enough life insurance to protect my family?
Mark is the Founder and CEO of North Oaks Financial Services. His focus is on assessing client needs through comprehensive financial consulting and implementing strategies to work toward client goals. Mark emphasizes client education...

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Bjorn M. Miller

Advisor & Para-planner



Bjorn is an advisor and assists with advanced planning for the whole team. His particular interests include institutional planning and life insurance. Insurance Agent: Life, Long-Term Care Licenses: 07, 63 Education: BSBM, Thomas...

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Christine manages our office and focuses on client servicing. She collaborates with our advisors in order to provide the finest service to our clients. Whether you are a client, a vendor, or a business partner, Christine will most...

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