Our Team

Our Team

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. After all, we’re investment managers headquartered in Bend, Oregon. Lifestyle, adventure, and fun is part of the fabric of our community. We care deeply about your risk and financial future, and 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, you 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 the 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 work/life balance. Get to know our independent financial planning team:

Mark Miller, AAMS®

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 investment management, but yearned to do more for his clients. Mark’s personal and business relationships with dentists, physicians, nurses, business owners, and working professionals help him provide guidance and perspective that drive long-term working relationships based on trust.

Mark became passionate about risk assessment and analysis while attending Rex Putnam High School, where basketball was his passion. The analytical nature of the game sparked the interest that would eventually lead to founding Miller Ferrari Wealth Management. 

Mark received his bachelor’s degree in finance at the University of Oregon Lundquist College of Business—Go Ducks!!! While attending U of O, Mark met the love of his life and future wife, Tran. Upon graduation, Mark and Tran married and started working toward their future.

In 2002, Mark felt pulled to make a difference for our country and was quickly commissioned into the U.S. Army 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. after three years as an infantry officer, he transferred to Military Intelligence. 

In 2007, Mark was diagnosed as a type-one diabetic. The diagnosis forced him to reassess his career with the Army and ultimately led to financial planning. Being a native Oregonian, and loving the lifestyle here, Mark and Tran decided to plant roots in Central Oregon and start a family. 

Both Tran and Mark take pride in being community business owners and volunteers. They love the outdoors and enjoy an occasional microbrewed beer on the Deschutes River. Together, along with the support of great family and friends, they are raising two wonderful daughters.

Get in touch with Mark, here.

UofO-family-picture-RS
Family-beach-walk-RS

 

Charles J. Ferrari (C.J.), AAMS®

A native of San Jose, California, CJ loves the sun, the outdoors and the Bend lifestyle. A graduate of Bellarmine College Prep (go Bells!), CJ decided to relocate to Corvallis, Oregon, so that he could take advantage of all of the outdoor adventures and beauty the Pacific Northwest has to offer and finish his college experience at Oregon State University. He received his bachelor's and master's degrees in forest products from OSU—Go Beavs!

CJ is no stranger to hard work in and out of the office. He has worked on a hand crew as a wildland firefighter for the Forest Service and for Boise Cascade Corporation, where he served as a wood scientist in new product development and a corporate planner in the Wood Products Division. This experience led him to discover finance and the opportunity to help clients with building their ideal future.

CJ met his wife, Amanda, in Boise, Idaho, while participating in a running club. Longing to be closer to their West Coast origins, CJ and Amanda relocated to Bend in the summer of 2007 to start their life as Bendites. They enjoy the Northwest lifestyle and raising their three children: Evie, Oliver, and Bo.

CJ began his journey in the financial services industry by taking on the task of training himself in the nuances of finance from scratch, knocking on doors to meet community members, finding partners and mentors in the community, and then learning from there. With the partnership and founding of Miller Ferrari, CJ found his niche. As a true partnership, CJ and Mark believe in the team approach and work jointly to serve their respective clients. CJ’s experience and background resonate with working professionals, such as healthcare providers and small business owners. His understanding of business retirement plans and benefits helps clients maximize their benefit offerings (as employee and employer) as it pertains to their individual situation.

Get in touch with CJ, here.

CJ-Family-resized

 

Marie Rose

A Bend native, Marie Rose 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.
 
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 loves to travel and explore in her free time. She often visits Arizona and Portland to spend time with her extended family and fiancé, Tom. Marie and Tom love to catch concerts and sporting events whenever they can, at home and in their travels. They enjoy walks with their loveable dog, Gertie, and watching the antics of their feisty cat, Baxter, both of whom make traveling more of an adventure. Marie also enjoys working on home improvement projects with her dad and staying active. She’s the organizational genius at Miller Ferrari and we’re so appreciative to have Marie on our team!

Contact Marie, here.