Leadership

MarkTopel
Mark Topel
Tax Partner

Mark Topel is one of the founders of Whitley Penn. His areas of practice include customer servicefinancial planningfamily-owned and managed businesses, asset protection, profit enhancement, and retirement planning. It is his kind and caring personality that attracts clients and sets the tone for the entrepreneurial spirit and culture of Whitley Penn.

In addition to supporting clients, Mark is an active leader in the community and spends time giving back to organizations such as Big Brothers & Big Sisters of Arlington as well as the Grace Lutheran Church of Arlington.

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 (TXCPA)
  • Fort Worth Chapter, TXCPA

Podcast Episodes

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 – Former President

Education

  • B.B.A. in Accounting, Walsh College, Troy Michigan

Professional Experience

  • Whitley Penn, Fort Worth, (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
  • Rylander, Clay & Opitz (1981-1983)
    • General Services Department
    • Tax Department
  • Follmer Rudzewicz – Detroit, Michigan (May 1978- November 1981)
    • Tax Department
    • Audit, Tax and Financial Consulting Services