Mark Herman, CFP

Senior Associate

At work…

Mark joined the firm in 2014 as a research analyst. He works with Colin and Joel to create comprehensive financial plans and manages the 401k business. For years, Mark has had a passion for personal finance, and in a short period of time, has proven to be a significant contributor to the firm, and a valuable resource to clients.

Previously, Mark was a global commodity manager for procurement at Dell. He also served for seven years as an Army helicopter pilot in Georgia, Hawaii, Iraq and Afghanistan. Mark is a graduate of the United States Military Academy at West Point and earned an MBA from Texas A&M University. He is a Certified Financial Planner.

Discipline is the cornerstone of


At home…

Mark is married to Jocelyn, an optometrist, and they are the proud parents of a young son. Together they enjoy spending time outdoors, especially hiking and biking. Mark plays soccer on a regular basis, and is always looking for competitive racquetball opponents.

As a Major in the Army Reserves, Mark’s free time is somewhat limited, but whenever possible, he enjoys visiting family in Fargo and Fort Worth. Mark and Jocelyn are active members of Wells Branch Community Church.