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2018 FPA DFW Corporate Partners
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2018 FPA DFW Corporate Partners



The FPA DFW board of directors wishes to thank our Corporate Partners for their invaluable support of the Dallas/Fort Worth chapter.  The Financial Planning Association of Dallas/Fort Worth members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.


Your support of the DFW chapter of the FPA has many benefits. We invite you to see what a Corporate Partnership can do for your business.

Corporate Partnership Director - Joel Berg -

FPA Dallas/Fort Worth Executive Director - Melisa Hall -



Double Platinum Corporate Partner



Whether you’re looking to buy, build or refinance your home, our experienced mortgage professionals are here to help. Here at Fairway Independent Mortgage Corporation, we offer a variety of loan options that can help you achieve homeownership with the speed and service you deserve. Plus, our mortgage professionals are dedicated to finding the right loan with great rates, terms and costs to meet your specific needs. 


Financing a home is one of the biggest commitments you will ever make - let us help guide you throughout the entire loan process from application to closing and beyond. We look forward to putting our mortgage service to work for you!



Michael Inkman
Fairway Independent Mortgage Corporation
(972) 244-6770



 Platinum Corporate Partners




  Steven "Chuck" Bates
Bridgeway Capital Management
(832) 204-8212

 Paul French

(214) 457-4877

Bobby Arnold
Hancock Horizon Funds

(225) 279-2680






 Kyle Hiatt
Orion Advisor Services

(402) 896-7279

Steven J. Ryder
True North Networks, LLC

(603) 624-6777

Eric Pickens
(214) 763-9979






 Christopher Holtby
Wealth Advisors Trust Company

(605) 776-7012


 Jeff Gubala
Westwood Funds

(214) 578-7705

Gold Corporate Partners



Isaac D. Gregory
2GR Equity

(214) 842-6777

Stuart Moehlman
CNL Financial Group, Inc.

(713) 299-1559

Gary Garcia
The Dallas Foundation

(214) 741-9898







Catherine Nettles
Guggenheim Investments
(713) 962-7413

 Hub International Personal Insurance

Tony Boyd, CIC, AFIS
James Marks

Charles Polansky
Jonathan Whiddon
(214) 855-5600

Eugene Elgnor, ChFC
Ivy Investments
(703) 300-8103






 David Crowder
Voya Investment Management, LLC
(817) 422-7178
Todd Patterson
Waypoint Residential

(502) 356-9891

Paige Uher
Zeo Capital Advisors
(415) 875-5614








 Patty Reiners
Ameritas Life
(402) 467-7134
Chuck Rowlan
(214) 389-9080 
 Nicole E. Benz
DPL Financial Partners
(502) 242-8925

Silver Corporate Partners



 Ben Adams
Artisan Partners
(414) 573-4598

Rosemary Hueser
BOK Financial Advisor Trust
Services/Bank of Texas

(214) 987-8843
Christine Kirksey
Dimensional Fund Advisors
(512) 306-7400





Bryan Griffin
Harbor Funds
(617) 603-6312


Cliff Layfield, CIC, ARM
IMA Select

(972) 581-4412
Tim Lickteig
Jefferson National
Nationwide's Advisory Solutions Business

(502) 587-3832




 Richard Clark
Jensen Investment Management
(503) 726-2045

Andrew Rice
Thornburg Investment Management
(877) 215-1330 x 7272


  Kevin Olson
Pacific Life
(800) 722-2333 x 2216



Non-Profit Sponsor






Jeff Davison
Principal Global Investors
(214) 649-1574

Katie O'Neal
Southern Methodist University
(214) 768-1021









more Calendar

FPA Annual OPENING DAY Ballpark Event (+ CFP Ethics!)

5/16/2018 » 5/17/2018
2018 FPA DFW Annual Conference

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