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Members Celebrating Anniversaries

Monday, May 1, 2017  
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FPA DFW Members Celebrating Anniversaries

April - May - June

  

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 Diesslin, CFP®, MBA - Diesslin Group, Inc.

 



 

25 Years

 

Laura Addington, CFP®, MSFS - Addington Financial Group


Gary Silverman, CFP®, MBA - Personal Money Planning, LLC

 

 

20 Years

 

B. Grant Booth, CFP® - Booth I Private, LLC

 

Christopher Currin, CFP® - Mercer Advisors 

 

Wallace Inglish, CFP® - New York Life

 

Lee Johnson, CFP®, CLU, ChFC - Lee Johnson Capital Management

 

Lori Sidrony, CFP® - First Command Financial Services

 

Donna Starnes, CFP®, CPA

 

  

15 years

 

Michael Felker, CFP®, CLU - Ameriprise Financial

Patricia Hammond, CFP® - Carter Financial Management

 

Brent Little, CFP®, CPA/PFS - Odyssey Wealth Management,  LLC

Dennis Moore, MBA, CFP® - Quest Capital Management, Inc.

Irving Munn, CFP® - Munn & Morris Financial Advisors

 

Vicki Ward, CFP® - Financial Lifestyle Management


 

 

10 Years

 

Crystal Billing, CFP® - SFMG Wealth Advisors

 

Rett Dean, CFP®, EA - Riverchase Wealth Management, LLC

 

Barron Gray, CFP® - Gray Financial Planning, LLC

 

Patrick Grayson, CFP® - UBS Financial Services

Ben Jones, CFP®, CIMA®, CPWA® - Carter Financial Management

Donald Peterson, CFP®, CFA - UBS Private Wealth Management

 

Gelasia Steed, CFP® - Steed Investments

 

Taylor Steele, CFP®, CLU, AIF, EA - Cadent Capital, LLC

 

Kane Vines, CFP®, CRPC - Ameriprise Financial Services, Inc.

 

  

5 Years


Jimmy Averitt, CFP® - Seidman Private Advisors, LLC

 

Gary Garcia - The Dallas Foundation

 

Roger Meadors, CFP®

 

AJ Plautz - Principia Wealth Advisory, LLC

 

Travis Soppe, CFP® - Cumbie Advisory Services, Inc.

 

James Still, CFP® - Andrea M. Still, CPA, EA

 

 

 

HAPPY ANNIVERSARY! 

 
  



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8/17/2017
FPA Night with the Texas Rangers! (@Globe Life Park)

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