Leadership
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Mark McClanahan, CFP®
Chairman
Robertson, Griege & Thoele
5950 Sherry Ln., Suite 700
Dallas, TX 75225
214.360.7000 office
214.360.7012 fax
mmcclanahan@rgtnet.com
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Tara Scottino, CFP®
2010 President
Carter Financial Management
12222 Merit Dr., Suite 1200
Dallas, TX 75251
214.363.4200 office
214.363.4369 fax
tscottino@cascfm.com
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Monte Ferguson, CFP®, ChFC
President - Elect
Pivotal Financial Advisors, LLC
6300 Ridglea Pl., Suite 724-A
Fort Worth, TX 76116
817.201.8776 office
monte@pivotalfinancialadvisors.com
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Patrick Dougherty, MBA, CFP®
Secretary
Dougherty Wealth Management, LLC
6860 Dallas Pkwy, Suite 200
Plano, TX 75024
214-550-8989 office
214-550-8961 fax
patrick@dwmplanning.com
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Dennis Moore, CFP®, MBA
Government Relations
Quest Capital Management
8235 Douglas Ave., Suite 500
Dallas, TX 75225
214.691-6090 office
214.691-6171 fax
dennis.moore@questadvisor.com
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Dan Mauck, CFP®
Treasurer
Clintsman Financial Planning
660 N. Carroll Ave., Suite 140
Southlake, TX 76092
817.410.8200 office
817.410.8288 fax
dan@clintsmansfinancialplanning.com
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Greg Morgan, CFP®
Education/Programs Director
Strategic Financial Management Group
5310 Harvest Hill Rd., Suite 226
Dallas, TX 75230
972-960-6460 office
972-660-6455 fax
gmorgan@sfmgadvisors.com
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Parker Consaul, CFA
Membership Director
Pivotal Financial Advisors, LLC
6300 Ridglea Pl., Suite 724-A
Fort Worth, TX 76116
817.600.7368 office
817.447.8012 fax
membership@fpadfw.org
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Shashin Shah, CFP®
Public Relations / Public Awareness
SGS Wealth Management
3704 Abrams Rd.
Dallas, TX 75214
214.821.7778 office
214.821.7777 fax
sgshah@sgswealth.com
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Victor Garza, CFP®
Career Development Director
CCCS
2616 Colby Street #2204
Dallas, TX 75204
214.683.5002 office
careerdevelopment@fpadfw.org
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Cliff Layfield, CIC, ARM
Corporate Sponsorship Director
Willis Personal Lines, Inc.
Private Client Group
15305 North Dallas Pkwy., Suite 1100
Addison, TX 75001
972-715-6227 office
cliff.layfield@willis.com
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Melissa Brennan, CFP®
Special Events/ Symposium
Vogel Financial Advisors
12400 Coit Rd., Suite 1000
Dallas, TX 75251
214.346.5880 office
214.346.5899
mbrennan@vfaonline.com
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Tiffany Finney Johnson, CFP®
Pro Bono Director
JWA Financial Group
6200 LBJFreeway, Suite 180
Dallas, TX 75240
972.661.3355 office
probono@fpadfw.org
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Bill Winterberg, CFP®, RFC
Technology
FPPad.com
Dallas, TX
technology@fpadfw.org
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Christie Williams, CFP®
Allied Professionals
Lee Financial Corp.
12222 Merit Dr., Stuite 1500
Dallas, TX 75251
972.960.1001 office
972.677.0455 fax
cwilliams@leefin.com
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Melisa Hall
Executive Director
FPA DFW Chapter
P.O. Box 261750
Plano TX 75026-1750
972.747.0407 office
972.747.0409 fax
execdir@fpadfw.org
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Vicki Stone
Finance Manager
FPA DFW Chapter
P.O. Box 261750
Plano TX 75026-1750
972.333.2535 office
972.747.0409 fax
vicki.stone@tx.rr.com
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