Mark has over 10 years of private industry business experience and 20 years in public accounting, a majority spent in the audit of insurance entities including life, property and casualty, and mortgage insurers, agencies, and reinsurance companies. His experience in the insurance arena is instrumental in bringing a smooth transition to the audit process.
Area of Expertise
He has prepared budgets and forecasts for presentation to regulators as well as completed the Statutory-basis quarterly and annual statements and Risk-Based-Capital reports for filing with the Texas Department of Insurance. Additionally, Mark has a lengthy tenure of auditing and assessing complex reinsurance agreements and counseling clients in their application. He has functioned as a critical on-site liaison to the financial management groups of many of our clients in working through various complex presentation issues.
Memberships & Professional Associations
- Texas Society of Certified Public Accountants (TSCPA)
- American Institute of Certified Public Accountants (AICPA)
- Insurance Accounting and Systems Association (IASA)
- Past Treasurer of MacArthur Blvd. Baptist Church
More About Mark
14 years in private industry, primarily as Controller; 16 years in public accounting
- University of Texas at Dallas
Futbal or football?
Definitely football. I grew up in Irving during the early days of the Dallas Cowboys and remain a fan today.
Coke or Pepsi?
Neither. Good coffee, please.
Chocolate or vanilla?
Advice for aspiring CPAs:
Focus and pass the CPA Exam ASAP. Don’t follow my approach, waiting to begin college courses until 10 years after high school and working long hours in the tax department of a CPA firm with a toddler at home.
Least favorite word:
Favorite school supply:
What is your claim to fame?
Being Grandpa Wonderful to 3 beautiful granddaughters
What can’t you stop talking about?
Our youngest granddaughter