Team

Our team of financial professionals can help you with:

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

We also can answer your 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 planning strategy?
Do I have enough life insurance to protect my family?

Mark Miller

Mark N. Miller, CFP®, MSFS

Founder and CEO

Mark@NorthOaksFS.com

Bjorn Miller

Bjorn M. Miller

CERTIFIED FINANCIAL PLANNER™

bjorn@northoaksfs.com

Christine Miller

Christine Elizabeth Miller

Operations Manager

christine@northoaksfs.com

Heikki Rouvinen

Heikki Rouvinen

Financial Consultant

Heikki@NorthOaksFS.com

Paul Hennen

Paul Hennen

LPL Financial Advisor

paul@northoaksfs.com

Tim Hennen

Tim Hennen

Client Services Associate

timothy.hennen@northoaksfs.com

Bethany Hennen

Bethany Hennen

Administrative Assistant

bethany@northoaksfs.com

Tkeyah Casey

Tkeyah Casey

LPL Admin Solutions Program

Tatiana Perez

Tatiana Perez

Marketing Consultant

Aela Miller

Aela Miller

Chief Barking Officer