Mark Theall is a 2021 graduate of Texas A&M University, where he served as captain of the men’s swim team and earned All-American honors. His experience as a team leader helped instill the discipline and goal-oriented mindset he brings to helping clients make sound financial decisions.
Prior to joining Soltis, Mark worked at Fidelity Investments, where he gained valuable experience in the financial services industry and developed a strong appreciation for client-first guidance. He holds Series 7 and Series 66 registrations, as well as Texas life and health insurance licenses.
Mark is committed to building long-term relationships and delivering clear, straightforward advice tailored to each client’s individual goals. Outside of work, he enjoys spending time with his fiancée, Catie, whom he will marry in August 2026. An avid fly fisherman and outdoor enthusiast, he can often be found at the grill perfecting his brisket recipe.