At Miller Ferrari we believe in creating a financial portfolio for you, your family, or your business that reflects your unique goals, values, lifestyle and financial situation. But we don’t take ourselves too seriously, here. After all, we’re investment managers headquartered in Bend, Oregon. Lifestyle, adventure and fun is part of the fabric of our community. While we care deeply about your risk and financial future, we take our work, your trust and our relationship seriously. We like to think of ourselves as your friend first, and your financial planner second. Because, knowing you, your dreams, your hopes and goals is our first job. How you get there is the product of that knowledge.
Our core group of dedicated financial advisors share the goal of giving you the expertise, sound judgment, personalized and unique service you need to confidently pursue your financial goals.
We pride ourselves on our partnership with Commonwealth Financial Network®, who provide us with unparalleled wealth management resources and tools that we take, mold and translate into indispensable financial planning services for our clients.
In 2011, Mark Miller and CJ Ferrari founded Miller Ferrari Wealth Management. Our two energetic and fun co-founders created their firm with the vision of building a client-focused and values-driven financial planning business, that put the client’s goals, dreams and lifestyle first. Mark and CJ work as a true partnership and team to best serve their clients and firm. Serendipitously, Mark and CJ found the greatest value proposition that Bend has to offer: the ability for life balance.
Get to know our independent financial planning team:
Born and raised in Milwaukie, Oregon, a suburb close to the Northwest staple of Portland, Mark is an Oregonian through and through. He started as a financial advisor with a national brokerage firm in 2007 and quickly built a successful business. In doing so, he learned the fundamentals of the investment management, but yearned to do more for his clients.
A San Jose, California native, CJ loves the sun, the outdoors and the Bend lifestyle. A graduate of Bellarmine College Prep. (go Bells!), CJ decided to attend Oregon State University (go Beavs!) in Corvallis, Oregon so that he could take advantage of all of the outdoor adventures and beauty the Pacific Northwest has to offer.
A Bend native, Marie Carlson was born and raised in our quaint Central Oregon town. Her parents and grandparents were hardworking Oregonians and she was the fourth generation in her family to attend and graduate from Bend High School. After graduation, Marie attended OSU Cascades, where she earned her BS in business administration in 2007.