Mark Herman, CFP®
Client Advisor at Mission Wealth- Claim this Profile
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Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP BoardMay, 2016- Sep, 2024 -
Series 65
Financial Industry Regulatory Authority (FINRA)
Experience
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Mission Wealth
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United States
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Financial Services
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1 - 100 Employee
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Client Advisor
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Sep 2021 - Present
We take great pride in knowing our clients far beyond the dollars and cents we deal with every day. At Mission Wealth, we strive to create an experience that leaves our clients educated, protected, and feeling in control of their financial situation so they can lead the life of their choice. Mission Wealth is wholly independent and is held to a Fiduciary Standard of Care for its clients. We take great pride in knowing our clients far beyond the dollars and cents we deal with every day. At Mission Wealth, we strive to create an experience that leaves our clients educated, protected, and feeling in control of their financial situation so they can lead the life of their choice. Mission Wealth is wholly independent and is held to a Fiduciary Standard of Care for its clients.
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United States Army Reserve
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United States
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Armed Forces
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700 & Above Employee
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Army Reserve Officer - Lieutenant Colonel
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Aug 2011 - Present
Currently serve as the Lead Instructor for the Army's Command and General Staff College (CGSC). Former Battalion Commander, Executive Officer, and regional manager across multiple Army Reserve organizations. Currently serve as the Lead Instructor for the Army's Command and General Staff College (CGSC). Former Battalion Commander, Executive Officer, and regional manager across multiple Army Reserve organizations.
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Astoria Strategic Wealth
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United States
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Financial Services
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1 - 100 Employee
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Director Of Financial Planning, Lead Advisor, and Chief Compliance Officer
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Apr 2018 - Sep 2021
Serve as a lead advisor and primary financial planner for the firm. Manage the financial planning process from the inception of values-based goal development through delivering an action plan. As a fee-only, holistic financial advisor I integrate investment management, tax planning and insurance and estate reviews to develop a successful plan for financial independence. Also serve as the firm's compliance officer. Serve as a lead advisor and primary financial planner for the firm. Manage the financial planning process from the inception of values-based goal development through delivering an action plan. As a fee-only, holistic financial advisor I integrate investment management, tax planning and insurance and estate reviews to develop a successful plan for financial independence. Also serve as the firm's compliance officer.
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Senior Associate - Wealth Management
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May 2014 - Mar 2018
Serve as the firm’s primary research analyst and lead financial planner. In addition, assist with trading and new business development. Bell Wealth Management is a fee-only financial planning and investment management company. Serve as the firm’s primary research analyst and lead financial planner. In addition, assist with trading and new business development. Bell Wealth Management is a fee-only financial planning and investment management company.
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Dell
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IT Services and IT Consulting
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1 - 100 Employee
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Global Commodity Manager
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Jan 2013 - May 2014
Source goods & services for Dell’s Data Centers & Facilities in the Americas Region while balancing quality and cost of operating expenses (OPEX), utilizing best practices, benchmarking and cost modeling. Own the full strategic sourcing cycle, including vendor identification and selection, RFx and competitive bidding process, price negotiation, and contract finalization. Source goods & services for Dell’s Data Centers & Facilities in the Americas Region while balancing quality and cost of operating expenses (OPEX), utilizing best practices, benchmarking and cost modeling. Own the full strategic sourcing cycle, including vendor identification and selection, RFx and competitive bidding process, price negotiation, and contract finalization.
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Texas A&M University
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United States
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Higher Education
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700 & Above Employee
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Master of Business Administration - Mays Business School
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Jul 2011 - Dec 2012
Co-Founder - Mays Graduate Christian Fellowship VP of Military Affairs for the student association Co-Founder - Mays Graduate Christian Fellowship VP of Military Affairs for the student association
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Praevius Group
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Associate Consultant Intern
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May 2012 - Aug 2012
-Assisted in shaping leadership development products and services for the DOD and corporate sector. -Developed content for Leader Challenge curriculum for use in leadership development programs across the US Army at all levels. Facilitated a Leader Challenge workshop at Fort Leonard Wood, MO for over 50 personnel. -Assisted in shaping leadership development products and services for the DOD and corporate sector. -Developed content for Leader Challenge curriculum for use in leadership development programs across the US Army at all levels. Facilitated a Leader Challenge workshop at Fort Leonard Wood, MO for over 50 personnel.
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US Army
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United States
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Law Enforcement
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1 - 100 Employee
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Logistics Company Commander
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Feb 2010 - Jul 2011
Commander of a 248 person Logistics Company serving within an Aviation Support Battalion while deployed to Afghanistan in support of Operation Enduring Freedom. Responsible for all company operations to include administrative functions, maintenance services, medical support, and a military dining facility. Developed an improved inventory tracking system, saving the government from over $800,000 in potential inventory losses. Diligently mentored six junior managers to ensure the continued success of the unit and readiness for any mission. Responsible for maintaining over $12 Million in equipment.
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Deputy Logistics Officer
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Oct 2008 - Feb 2010
Led a team of 15 senior managers in forecasting, budgeting, and acquiring all required resources necessary for the deployment of an aviation brigade consisting of over 2800 Soldiers, 116 aircraft, and 701 accountable items shipped and tracked from Savannah, GA to Afghanistan. Coordinated 13 new equipment acquisitions and over $4.5 Million in the procurement of non-standard, mission critical equipment. Personally spearheaded the facilities planning and development for over $8 Million in infrastructure on Bagram Airfield. Rated top three of 13 peers by Deputy Brigade Commander.
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Operations Leader
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Jul 2005 - May 2008
General Manager and pilot in an assault helicopter company. Responsible for 24 pilots and mechanics and $80 million of equipment and aircraft. Directed and supervised the conduct of daily maintenance and flight operations. Led over 100 missions flying the UH-60 Blackhawk helicopter, providing air transport and air assault for over 5,000 soldiers throughout northern Iraq. Rated top three of over 20 Lieutenants in the unit by the Battalion Commander.
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Flight School Student
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Jun 2004 - Jul 2005
Intensive aviation hands-on and class room instruction. Concurrent leadership training as a junior officer and future manager.
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Education
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2000 - 2004
United States Military Academy at West Point
Bachelor of Science (B.S.) -
2013 - 2014
The University of Texas at Austin
Financial Planning Certificate Program -
2011 - 2013
Texas A&M University
Master of Business Administration (M.B.A.) -
Fargo South High School
Community
