Mark Theobald, CPA

Financial Advisor

Bachelor of Business Administration in Accounting
Lamar University, Beaumont, TX
Financial Advisor

Areas of Expertise

Business Succession Planning
Estate Planning
    Mark has over 40 years of experience in taxation, business consulting, accounting, estate administration and trust administration.  He was a partner with a local CPA firm from 1982 to 2000 and worked as a Vice-President and Trust Officer with a National Bank from 2000 to 2013.  Mark joined Edgar, Kiker & Cross, PC in 2014 and is a financial advisor with EKC Advisors, LLP.  Mark is a member of the American Institute of Certified Public Accounts and the Texas Society of CPAs.  He is involved in community activities with the YMBL, Tyrrell Historical Library and attends Praise Church.  Mark is an experienced hunter, wood worker and likes to fish and cook.  He is married to his lovely wife Colette and has 2 daughters (Sarah and Abby) and 2 step-children (Jared and Kelsey).

    * Securities offered through 1st Global Capital Corp., Member FINRA, SIPC www.finra.org www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We have individuals licensed to offer securities in the states of Texas, Louisiana, Florida, Oregon, Michigan and Oklahoma. This is not an offer to sell securities in any other state or jurisdiction. 

    About
    Mark

    Name
    Email
    Message
    Subject
    Phone
    Submit

    Contact