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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






more Calendar

FPA Night with the Texas Rangers! (@Globe Life Park)

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