facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Meet the MRK Wealth Advisors Team

Michael A. Halvorsen headshot Upper Gwynedd, PA MRK Wealth Advisors

Michael A. Halvorsen, MS, CFP®, CEBS, CKA®


Wealth Advisor and Managing Partner


Michael has advised employees and retirees of Merck & Co. and other pharmaceutical firms for over 25 years. His work spans helping executives plan for retirement and major life goals to assisting with employment transitions. No matter what the circumstances, knowing how to leverage a client’s unique compensation and benefits are hallmarks of Mike’s work. Michael has been a guest speaker at Merck events and presented benefit maximization and wealth management to thousands of Merck employees.

Mike has been featured in The Philadelphia Inquirer as a financial education innovator in the workplace, and his comments have also appeared on National Public Radio. He is an honors graduate of the College of Financial Planning with a Master of Science in Financial Planning. He graduated Magna Cum Laude from Drexel University with dual bachelor’s of science degrees in Finance and Human Resource Management.

He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CERTIFIED FINANCIAL PLANNER™ Board of Standards and the U.S. CERTIFIED EMPLOYEE BENEFITS SPECIALIST certification from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.

Michael and his wife Randee have five children and five grandchildren. Their children have served in the armed forces, healthcare, veterinary and financial services. They also have one disabled child, giving them firsthand insight into the needs of special needs families. Mike has a Vizsla named Penny, and three rescue cats named Pedro, Tank, and Raven. Randee has been a nurse at Doylestown Hospital for over 20 years and together they have enjoyed leading medical teams to Guatemala to serve underprivileged villages with poor access to health care. Mike has also provided pro bono financial planning services to many individuals experiencing crises. They have been active in their church serving as treasurer and study group leaders. Now that most of their children have flown the proverbial coupe, Mike and Randee enjoy frequent family visits.

Joseph M. Bates headshot Upper Gwynedd, PA MRK Wealth Advisors

Joseph M. Bates, CFP®

Financial Planner & Partner


Joseph received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards and graduated from Messiah College where he received a Bachelor of Science in Business Administration with a concentration in Finance. Before becoming a CFP®, Joseph earned his Financial Paraplanner Qualified Professional designation (FPQP™).

Joseph is known for his exceptional client service, tracking and follow up on client objectives and has over three years of experience working with Merck and other pharmaceutical employees; assisting them with benefit elections.

Joseph his wife, Eliza, and black lab, Roan, live in Harleysville, Pennsylvania. Joseph enjoys bike riding, trail running and backpacking.

Marybeth Hufnagel, CPA

Director of Tax Planning and Preparation


With nearly two decades of accounting experience, Marybeth provides both tax planning and preparation services to clients of MRK Wealth Advisors. She works closely with our advisors ensuring our clients tax plans are carefully created, monitored, and integrated with clients short and long-term goals. In addition to tax responsibilities, Marybeth provides client service and financial planning support services to our clients. Marybeth has previously worked for Ernst & Young, Prudential Financial, and most recently, Kregel & Company CPA. She is a graduate of Bob Jones University majoring in Professional Accounting. Marybeth understands that collaboration with each client is fundamental to reach their goals and achieves this by listening and speaking in an approachable way. Marybeth is a constant goal setter personally and professionally. She has a passion to encourage others to find their "Why" and make a positive difference in their sphere of influence.

Marybeth and her husband Matthias have three children and live in Harleysville, Pennsylvania. Marybeth enjoys running and spending time outdoors. Summer is her favorite season where you can find her camping or at the beach. Marybeth and Matthias also enjoy being involved with children ministries at their local church.

Marie Krout headshot Upper Gwynedd, PA MRK Wealth Advisors

Marie Krout, FPQP™



After a successful 30-year career as a paralegal focusing specifically on estate, business and philanthropic planning, Marie joined the MRK Wealth Advisors team. She received the Paraplanner Qualified Professional designation (FPQP™) from the College for Financial Planning. She acts as a liaison in communicating and providing information between our clients and their attorneys. Marie is also our office manager and director of first impressions with clients.

Marie and her husband, John, have two adult sons and were excited to welcome their first grandchild in March of 2020. Marie is passionate about helping animals in need and has served as President and Director of a local Labrador Retriever Rescue since 2003. When not helping other animals in need, Marie and John spend time with their own rescued animals - their Labrador Retriever, Sawyer, their Irish Setter, Kylie and their cat, Cheyenne. Their favorite pastime is spending quality time with their family both at home, on short vacations and at their vacation home at Lake Wallenpaupack in the Poconos.

Autumn Kritzer

Financial Planning and Operations Assistant


Autumn graduated Magna Cum Laude with a double major in Economics and Political Science from Messiah University in May 2022. Autumn interned with the federal government for a year where she worked in the data analytics department. Autumn’s experience in data analytics has prepped her well for her financial planning and operations assistant position with MRK. She is currently working towards her Paraplanner Qualified Professional designation (FPQP™), and later plans to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

In Autumn’s free time, she enjoys spending time with her family and fiancé, running, hiking, snowboarding, and gardening. Autumn also has a deep interest in economic development, and the factors which contribute to the development of emerging economies.

Randee Halvorsen

Bookkeeper & Office assistant


After a successful 30 year career as an neonatal intensive care nurse, Randee joined the MRK Wealth Advisors team on a part-time basis to assist with bookkeeping and administrative activities. She received the Paraplanner Qualified Professional designation (FPQP™) from the College for Financial Planning.

In Randee’s free time she loves to be outdoors, cook, bake, spend time with family and is an active foster/foster home coordinator with a local cat rescue.

As an affiliate of Summit Financial, our team works closely with and leverages the

Summit professional team including:


Certified Financial Planner Practitioners


Chartered Financial Analysts


Certified Public Accounts



As of 12/31/2022

Steve Weinman headshot Upper Gwynedd, PA MRK Wealth Advisors

Steve Weinman, MBA, CPA

Chief Investment Officer

Noreen Brown headshot Upper Gwynedd, PA MRK Wealth Advisors

Noreen Brown, MBA, CFA®

Director of Portfolio Management

Brandon Smith headshot Upper Gwynedd, PA MRK Wealth Advisors

Brandon Smith, J.D.

Director of Integrated Planning Group

Joe Rowek headshot Upper Gwynedd, PA MRK Wealth Advisors

James Rabasca, J.D.

Senior Tax Specialist

quote mark Upper Gwynedd, PA MRK Wealth Advisors

We make a living by what we get. We make a life by what we give.

- Winston Churchill

Interested in Working With Our Team?

Schedule a Time to Talk