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Get to Know

Your Financial Planning Partners

Meet the MRK Wealth Advisors Team


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

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

CERTIFIED FINANCIAL PLANNER™ Practitioner

mike@mrkwealthadvisors.com

Michael has advised employees and retirees of Merck & Co. and other pharmaceutical firms for over 20 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 two 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. 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 and the company of their Vizsla Penny and rescue cat Pedro.


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

Joseph M. Bates, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Planner & Partner

joe@mrkwealthadvisors.com

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.


Marie Krout headshot Upper Gwynedd, PA MRK Wealth Advisors

Marie Krout, FPQP™

PARALEGAL – TRUSTS AND ESTATES & OFFICE MANAGER

marie@mrkwealthadvisors.com

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 two cats, Hudson and 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.


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

Summit professional team including:

22

Certified Financial Planner Practitioners

3

Chartered Financial Analysts

1

Certified Public Accounts

3

Attorneys

As of 12/31/2020


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

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