2925 Pottsville-Minersville Hwy, Suite 2,
Minersville, PA 17954
Shore to Summit has one branch location located in Minersville, PA. Meet our associates, and get in touch using the contact information listed above.
Partner
Mark Serrian joins Shore to Summit Wealth Management as a Financial Advisor based in Minersville, Pennsylvania. With more than 35 years of experience in the financial services industry, Mark specializes in helping clients align their unique goals, values, and needs through holistic investment planning and investment strategies.
He offers a comprehensive suite of services, including investment planning, portfolio management for individuals, families, and businesses, pension consulting, and adviser selection. Mark holds FINRA Series 9, 10, 63 and 65 certifications, underscoring his commitment to maintaining the highest standards of professional knowledge and ethics.
Through an in-depth discovery process, Mark develops a true understanding of each client’s situation, time horizon, and risk tolerance. He focuses on growing and protecting the wealth of high-net-worth individuals, families, corporate executives, and business owners. Leveraging the extensive resources and leadership of Shore to Summit Wealth Management and the Wells Fargo Advisors Financial Network [WFAFN], Mark provides clients with the strategies and guidance needed to pursue their long-term goals and address complex financial challenges.
Mark lives in Pottsville, PA with his wife, and he has two kids 25 and 16. Mark enjoys church, time with family and friends, and football (go Eagles) in his spare time. Mark volunteers his time as a wrestling coach at a local high school.
Client Relationship Manager
Maddie Zimmerman joined Shore to Summit Wealth Management in the fall of 2025 as a Client Relationship Manager in our Minersville, PA office. She contributes her creativity, attention to detail, and commitment to client service to her new role. Maddie earned her degree from Berklee College of Music, studying songwriting and music production—an experience that reflects her lifelong dedication to creativity and disciplined craftsmanship.
Outside of work, Maddie leads worship and directs her church’s annual Vacation Bible School. She enjoys songwriting, fashion, painting, and drawing, pursuits that continue to inspire her both personally and professionally.