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Mark Topel
Partner - CPA, CFP
Tax and Consulting Services
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 | Education
- B.B.A. in Accounting, Walsh College, Troy Michigan, 1978
Professional Certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Series 7 & 66 Licenses – Registered Representative (NASD)
- Group 1 License – Texas Department of Insurance
Professional Organizations
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
- Fort Worth Chapter of TSCPA
Board and Community Service
- Big Brothers & Big Sisters of Arlington, President
- Big Brothers & Big Sisters of Arlington, Former Chairman of the Board
- Leadership Arlington, Graduate
- Camp Thurman of Pantego, Treasurer
- Professional Networking Connection (PNC), Treasurer
- Grace Lutheran Church of Arlington, Vice-President of Finance
- Metroplex Lions Club, Past President
Business Experience
Follmer Rudzewicz - Detroit, Michigan (May 1978- November 1981)
- Tax Department
- Audit, Tax and Financial Consulting Services
Rylander, Clay & Opitz (December 1981-May 1983)
- General Services Department
- Tax Department
Whitley Penn LLP (1983-Present)
- Co-Founded 1983
- Managing Partner (1990-2000)
- During his time period as Managing Partner, the firm had an annual growth rate of 16% with only 11% growth in personnel
Areas of Practice Include:
- Customer Service
- Financial Planning
- Family-owned and Managed Businesses
- Asset Protection
- Profit Enhancement
- Retirement Planning
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