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17th Annual FPA DFW Honors Awards Gala
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10/8/2019
When: October 8
6:00 - 9:00 pm
Where: Park City Club
5956 Sherry Lane Suite 1700
Dallas, TX  75225
United States
Contact: Melisa Hall
972-747-0407


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17th Annual FPA DFW Honors Awards 

Park City Club - Dallas, Texas



 

 


The FPA of Dallas/Fort Worth cordially invites you to the 17th Annual Honors Award Gala. The Honors Award Dinner celebrates the Financial Planning Profession while recognizing the most influential people affiliated with the FPA of Dallas/Fort Worth. 

 

The Honors award recognizes planners who have a lifelong commitment to the financial planning profession and the Financial Planning Association of Dallas/Fort Worth. The Chairman's Award is presented to a person or organization making significant contributions to the mission of our chapter and financial planning. The Young Guns Award is given to an up and coming planner age 36 and under who is making contributions to our profession and organization.    Click here to view a complete list of past honorees since 2003.

 

 

 

 

 

 

 

Honors Award
Dusty Wallace, JD, CFP®
True North Advisors

 

 

Chairman's Award
Patrick Dougherty, CFP®
Dougherty Wealth Management

 

 

 

 

 

 

 

 

 

Young Guns Award
Emma Cramm, CFP®
Cadent Capital, LLC

 

 

Young Guns Award
Sergio Garcia, CFP®
Quest Capital Management, Inc.

 

Pro Bono Volunteer of the Year

Jaime Boyles, CFP®

Lee Financial Corp.


 

 

During this event we will also recognize Tara Scottino, CFP® for being selected by FPA National as one of the 2019 Heart of Financial Planning Award Recipients; and Tom L. Potts, Ph.D., CFP® for being selected by FPA National for the P. Kemp Fain Jr., Award, FPA"s most prestigious honor.

 

 

        

 

  

 

Individual tickets and reserved tables now available
Individual Tickets: $75 / Reserved Table (8 Guests): $600


 

 


 


2019 FPA DFW Honors Gala Charity: 
The Krodle Memorial Foundation

 

   

 

 


FPA of Dallas/Fort Worth (DFW) has proudly selected The Lt. Todd Wesley Krodle Memorial Foundation (krodlememorialfoundation.org) as the 2019 Financial Planning Week charity.  The foundation's mission is to do the following: 

 

  • awarding annual scholarships to children of Dallas Fire Firefighters
  • providing financial assistance to other Dallas Fire Department Line of Duty Death families
  • providing financial assistance to Dallas Firefighters injured in the line of duty
  • assisting with other needs within the department

 

FPA will be accepting and matching donations, up to $1,000.  If you would like to make a donation to this charity you may send your check (made payable to: KRODLE MEMORIAL FOUNDATION) to: FPA DFW, P.O. Box 2267, Frisco, TX 75034.  

 

 

 

 

 

 

 

 

 

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