Our Team

Our Team

Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, personalized service, and comfort level you need to confidently pursue your financial goals.

Our partnership with Commonwealth Financial Network® provides us with unparalleled resources that we translate into indispensable service for our clients. Read more about the teams we work with below.

Mark Miller, AAMS®

Mark Miller was born and raised in Milwaukie, Oregon, a suburb close to Portland. He attended Rex Putnam High School where basketball was his passion. Mark attended the University of San Diego for a year. After chasing sun, surf, and academia, Mark transferred to the University of Oregon to finish his bachelor’s degree in finance at the Lundquist College of Business. Go Ducks!!! Upon graduation, Mark married Tran and was commissioned into the US Army in 2002 as a second lieutenant. After completing training, which included Ranger School and Airborne School, Mark was assigned to an infantry unit in Hawaii as a platoon leader. During that first assignment, Mark deployed to southeast Afghanistan for one year. After three years as an infantry officer, Mark transferred to Military Intelligence. In 2007, Mark was diagnosed as a type 1 diabetic. This diagnosis made him reassess his career with the Army and he decided to pursue interests pertaining to his degree. The West Coast has always been home to Mark and Tran so they decided that Central Oregon would be a great place to start a family. Today, both Tran and Mark enjoy being active community business people and volunteers. Together, along with the support of great family and friends, they are raising two wonderful daughters.

Mark started as a financial advisor with a national brokerage firm in 2007 and built a successful business. In doing so, he learned the fundamentals of the business, but yearned to do more for his clients. In 2011, Mark founded Miller Ferrari Wealth Management with CJ Ferrari. CJ and Mark possess a client-focused and values-driven vision for their business. In that respect, Mark and CJ work as a true partnership and team to best serve their clients. Mark’s personal and business relationships with dentists, physicians, nurses, business owners, and working professionals help him provide guidance and perspective that create long-term working relationships with regard to financial planning. Mark and Tran moved to Central Oregon to achieve work-life balance. Mark enjoys working with families and individuals with a similar outlook on life.

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Charles J. Ferrari (C.J.), AAMS®

CJ Ferrari was born and raised in San Jose, California, where he attended Bellarmine College Prep. Go Bells! His appreciation for the outdoors took him to Corvallis, Oregon, where he received his bachelor's and master's degrees in forest products from Oregon State University. Go Beavs! CJ is no stranger to hard work in and out of the office. He has worked on a hand crew as a wild land fire fighter for the Forest Service. For Boise Cascade Corporation, he served as a wood scientist in new product development and corporate planner in the Wood Products Division. C.J. met his wife, Amanda, in Boise, Idaho, in a running club. They enjoy raising three children: Evie (6), Oliver (4), and Bo (2).

Longing to be closer to their West Coast origins, CJ and Amanda relocated to Bend in the summer of 2007. CJ started his journey in the financial services industry from scratch, knocking on doors to meet people. Maybe you’ve already met him? Along with his business partner, Mark Miller, he helped form Miller Ferrari Wealth Management in 2011. As a true partnership, they believe in the team approach and work jointly to serve their respective clients. CJ’s experiences of hard work and attention to detail best resonate with working professionals, such as health care providers and small business owners. CJ’s understanding of business retirement plans and benefits helps clients maximize their benefit offerings (as employee and employer) as it pertains to their individual situation. Serendipitously, they found the greatest thing Bend has to offer: the ability for life balance. Let him help you achieve that balance by putting a financial plan in place.

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Marie Rose

Marie Rose grew up in Bend and was the fourth generation in her family to attend and graduate from Bend High School. After graduation, she attended OSU Cascades, where she earned her BS in business administration.

Marie understands the challenges of financial planning on a busy schedule and dedicates her business experience to fostering a lasting and valuable financial relationship for clients of the Miller Ferrari Wealth Management team.

In addition to her business pursuits, Marie also enjoys spending time with family. She travels to Arizona to visit extended family frequently. Marie works on home improvement projects with her father. Marie loves animals, and has a dog, Gertie, and two cats, Lizzie and Sophie.