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Members Celebrating Anniversaries

Friday, September 1, 2017  
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FPA DFW Members Celebrating Anniversaries

July - August, September


Congratulations on your significant milestone with the Financial Planning Association! You are a valuable member of our association and we greatly appreciate your membership.


35 Years

David Bell, CFP®
John Dodd, CFP®
 - Dodd & Associates



30 Years
Emerson Bell, CFP® - Fee Only Financial Planning, Inc.



25 Years

Janet Gaunt, CFP®, ChFC - Ameriprise Financial Services



15 Years

Scott Cohen, CFP®, CFS, CAP - CD Wealth Management, LLC
Charles Green - Charles R. Green & Associates, Inc.

Ernest Isbell, CFP®
William Marley
 - Life Path Wealth Advisors

Joseph Nolan, CFP® - RGT Wealth Advisors

Tara Scottino, CFP® - True North Advisors, LLC



10 Years

Steve Blankenship, CFP® - Heritage Financial Planning

David Dugger, CFP®, CPA - Westbrooks Dugger & Westbrooks

Laura High, CFP® - RBC Wealth Management

Mark LaDrew, CFP®, MBA - Waddell & Reed

Dallas McKee, CFP® - Lifeway Financial Corporation (FPA DFW Secretary)
David Nelson, CFP® - Daniels & Erickson Financial Advisors, LLC
Stephanie Poorman, CFP® - SFMG Wealth Advisors

Paul Streiber, MBA, CFP®, CRPC® - Heritage Financial Planning

Michael Woods, CFP® - Stocker Woods Financial, Inc.



5 Years

Jessica Boghetich, CFP® - RGT Wealth Advisors
Samuel Drost
Carl Larimore, CFP® - Mercer Advisors
Caleb Martin, CFP® - GuideStone Financial Resources
Scott Parker, AAMS® - Charles Schwab & Co., Inc.


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