Oct 16, 2026 Trust the Process: Mark Miller Joins TSG’s Westlake Village Office
TSG Wealth Management is proud to welcome Mark Miller, CPWA®, as a Managing Director in its Westlake Village office. With more than 23 years of experience across both retail and institutional money management, Mark brings a wealth of perspective to the team, along with a straightforward belief that doing right by people is simply the right way to work.
Mark began his career in 2001, entering the industry in the wake of the dot-com crash. Watching families work to rebuild confidence in their financial futures shaped the advisor he would become, and over the two decades since, he has developed expertise across a wide range of roles in wealth advisory and institutional money management, the kind of perspective that only comes from navigating full market cycles alongside clients with real stakes. He holds the Certified Private Wealth Advisor® (CPWA®) designation, an advanced credential for those who work with high-net-worth individuals and families facing complex challenges.
Today, Mark focuses his practice on helping young professionals and retirees plan for and enjoy the retirement they have worked toward. His philosophy is refreshingly simple:
“Retirement planning does not have to be complicated,” said Mark. “My job is to cut through the noise so my clients can see their options clearly and make decisions with confidence.”
That clarity is rooted in a Midwestern pragmatism Mark traces back to his St. Louis upbringing, a no-nonsense, client-first approach that runs through everything he does. It is also what drew him to TSG, where he found a culture built on the same values.
“From my first conversation with the team, TSG felt like a natural home,” said Mark. “It is a client-first culture without the noise, and that is exactly how I have always wanted to serve the people who trust me with their futures.”
There is a discipline to Mark’s work that traces back even further. Before he was building portfolios, he was building an at-bat as a Division I baseball player, and the lessons still show up in how he approaches his practice: stay disciplined, trust the process, and be ready when your pitch comes. It is a mindset TSG’s leadership sees as a natural fit.
“Mark leads with a simple belief, that doing right by people is the right way to work, and that is the heart of everything we do at TSG,” said Mark Schulten, Managing Partner of TSG. “He is the kind of advisor clients trust and colleagues want to build alongside.”
Mark also brings a rarity to the team: a career that spans both the retail and institutional sides of money management, and the technical depth to match.
“Mark has worked both sides of this business, retail and institutional, and earned his CPWA® designation for exactly the kind of complex planning high-net-worth families require,” said Allen Schreiber, TSG Partner. “That range of expertise raises what our Westlake Village team can offer.”
TSG Wealth Management supports over $21 billion in assets under management across a team of 184 professionals operating out of 28 offices throughout the western United States.*
“Mark has built his practice around one of the most important transitions in a client’s life, the move into retirement, and he has a gift for making it feel achievable,” said Brian Borst, TSG CEO. “That focus is a meaningful addition to our Westlake Village team and to the families we serve across Southern California.”
With Mark now part of the team, TSG’s Westlake Village office continues to grow with advisors who share its commitment to clarity, discipline, and putting clients first.
To learn more about Mark or to connect, visit the TSG Westlake Village office page.
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*As of 8/21/26.