Broker Check

Phone (651) 998-9822

Fax (651) 203-3516

Team

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

Financial Consultant

651-998-9822

651-203-3516

Bjorn is a Financial Consultant who focuses on research and business management, as well as assisting clients with advanced planning matters. He is a passionate resident of the historical Summit-University neighborhood in Saint Paul,...

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As our Operations Manager, Christine focuses on developing seamless processes to ensure our clients have the most efficient service possible. She coordinates team members and vendors in order to keep our office streamlined and on top...

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Brenton Simonson is our Chief Financial Officer who works out of the LPL Financial home office in Fort Mill, SC. He graduated from Ohio University, received his MBA from Ashland University, and has over 13 years of experiences in...

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Heikki Rouvinen

Financial Consultant

651-998-9822

651-203-3516

I have always been passionate about all things finance. My experience in the industry began in 2000, when I began working for UBS, managing money for some of the largest institutions from Scandinavia. After UBS I ran my Mother's...

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Tatiana Perez

Marketing Consultant

Tatiana Perez is our Marketing Consultant. She is an LPL Employee and is part of the Marketing Solutions program in Fort Mill, SC, that supports multiple advisors. She graduated from Florida State University in 2014 and has been...

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Bethany Hennen

Administrative Assistant

(651) 998-9822

651-203-3516

Bethany is our in-office, front desk receptionist. She will often be your first point of contact when visiting our office or when contacting us via phone or email. She grew up in Grand Marais, on Minnesota’s beautiful north shore...

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Tkeyah Casey

LPL Admin Solutions Program

Tkeyah is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. Prior to joining LPL, she worked as a Case Manager and...

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