Mark Hollis, CFP®, CPA
Mark’s 40 years of experience has been focused on serving clients. Starting in 1977 as a CPA, he has continuously grown his skillset and now offers consolidated strategies in the areas of financial planning, investment management, and tax-advantaged investing. Mark holds multiple certifications to further help clients – he is a Certified Financial Planner™ professional and Certified Funds Specialist.
Mark earned a bachelor’s degree in accounting from Baylor University and holds FINRA Series 6, 7, and 63 licenses. He is a member of multiple professional organizations, including the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants (Houston Chapter), and the Institute for Divorce Financial Analysts.
Mark is a Texas native and has lived in the Houston metropolitan area his entire life. He and his wife, Jeanette, have four children and six grandchildren. They are active members of University Baptist Church in Clear Lake. Mark is a committee member of Rotary International and he and his family are active participants with the Clear Lake Area Chamber of Commerce Christmas Boat Lane Parade.
- Certified Financial Planner™ professional
- Certified Public Accountant
- More than 40 years of tax and finance experience