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About Us

Over a decade ago, Mark Lerner and Ryan Rouille, both veterans of the financial services industry, decided to partner in business. They initially worked on joint cases in the medical market, assisting dentists and physicians with their financial planning needs. That collaboration grew into LernerRouille, a firm that now provides comprehensive financial services to individuals and businesses.

Though their practice has evolved over the course of the years, what has remained the same is the solid foundation to their partnership. Mark and Ryan complement each others' skillset, experience, and temperament, to the benefit of every client with whom they engage.

LernerRouille is based in Atlanta.

Meet our team:

  • Mark Lerner, CHFC, CLU, Partner
  • Ryan Rouille, CPFA, Partner
  • Michael Cortazzo, Managing Director of Advanced Planning
  • Jackie Brobst, Managing Director of New Business
  • Sam Miller, Client Service Representative - Financial Planning & Investments
  • Courtney Van Tine, Client Service Representative - Insurance