Up North Financial, LLC is a Registered Investment Advisory firm, whose team of professionals have over 100 years of experience helping individuals with their unique investment and financial planning needs. Mark D Herman, as founder, is a Certified Planning Professional (CFP), with over 25 years of experience as a financial advisor, with an MBA in Finance from the University of Chicago, an MS from the Univ. of Arizona, and a BS from the Univ. of Michigan.