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

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During the last 30 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.


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 Triad Advisors in Arkansas, Louisiana, and Texas.

CA Insurance Lic. #0K21277


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.

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Securities offered through Triad Advisors, LLC (member FINRA SIPC). Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.  Retirement Benefits Group and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.