Mark Herman Client Advisor Mission Wealth

Mark Herman

In by Mission Wealth

Mark Herman Senior Wealth Advisor

Mark Herman

CFP®, MBA

Senior Wealth Advisor

Austin, Dallas, Houston

(512) 298-1196

CONTACT MARK

Mark Herman

CFP®, MBA

Senior Wealth Advisor

Austin, Dallas, Houston

(512) 298-1196

CONTACT MARK

"I find it truly exhilarating to dive deep into each of my client's unique financial situation and goals, and collaborate with them to create a customized plan to help them achieve their dreams. Building strong relationships is key to success in this industry, and I am committed to making a positive impact in my client's lives."

Mark Herman is a highly experienced Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning services to clients in Austin, Dallas, Houston, and the surrounding regions of Texas. With a strong commitment to helping clients achieve their financial goals and realize their dreams, Mark takes a personalized approach to financial planning that is tailored to meet the unique needs and preferences of each individual client. Mark specializes in delivering a range of financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Mark provides his clients with the guidance and support they need to make informed decisions and achieve their financial objectives.

"I find it truly exhilarating to dive deep into each of my client's unique financial situation and goals, and collaborate with them to create a customized plan to help them achieve their dreams. Building strong relationships is key to success in this industry, and I am committed to making a positive impact in my client's lives."

Mark Herman is a highly experienced Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning services to clients in Austin, Dallas, Houston, and the surrounding regions of Texas. With a strong commitment to helping clients achieve their financial goals and realize their dreams, Mark takes a personalized approach to financial planning that is tailored to meet the unique needs and preferences of each individual client. Mark specializes in delivering a range of financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Mark provides his clients with the guidance and support they need to make informed decisions and achieve their financial objectives.

Learn About Mark Herman

Professional Background

Mark Herman is a veteran and former Blackhawk helicopter pilot in the U.S. Army. Following his service, he earned an MBA from Texas A&M University and completed the CFP®️ curriculum, inspired by his father's lengthy career in financial services. Mark left his corporate role at Dell to work for a small wealth management firm in Austin before joining Mission Wealth. "I'm grateful for my many years of financial planning experience and thrilled to have landed at Mission Wealth where I have the resources and ability to provide the best possible service to my clients," said Mark.

Mark's impressive educational background includes a Bachelor of Science from the United States Military Academy at West Point and an MBA from Mays Business School at Texas A&M University. In addition, he completed the Financial Planning Certificate Program at the University of Texas, Austin and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016.

Personal Pursuits

Mark keeps himself busy with his wife and two young kids, who have diverse interests and activities throughout the Austin area. He has developed a newfound passion for coaching youth sports, specifically soccer and hockey, for his son's teams. In his spare time, Mark and his family love to explore Austin's beautiful outdoor spaces by hiking and biking on its many trails, as well as visiting national parks. After a 20-year hiatus, Mark has also started playing in an adult hockey league.

Community Impact

Despite his busy family life, Mark continues to serve as a Lieutenant Colonel in the Army Reserves, where he works as an instructor for the Command and General Staff College. Additionally, Mark actively volunteers his financial planning expertise for Homes For Our Troops, a nonprofit organization that builds and adapts homes for severely injured veterans, and he serves on the board of the Austin Financial Planning Association.

Ryan Niedbalski Volunteer at Community First! Village

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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