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 Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

    Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

    This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.