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2017 FPA of Dallas/Fort Worth Corporate Partners
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2017 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



Nationwide’s value proposition (Purpose) is to help America prepare for and live in retirement. Nationwide was first to bring multi manager approach to variable annuities. Nationwide is a mutual company that places our Policy Owners interest first. We bring a true consultative approach when working with the financial planner community by our unique “team based approach” covering Annuities, mutual funds, Life, & retirement plans. Nationwide is a Fortune 100 (69) company with increadible brand recognition. We value giving back to the community in our efforts with the United Way, American Red Cross, and Nationwide’s Children’s Hospital.



Brian R. Harriff
(214) 842-3493



 Platinum Corporate Partners




 Jeff Gubala
Westwood Holdings Group

(214) 756-6910

 Bobby Arnold
Hancock Horizon Funds

(225) 279-2680

 Tyler Randall
Waypoint Residential

(512) 636-3973 






 Matt Greene
O'Shaughnessy Asset Management

(203) 975-3344

Jared Guerin
Peter Shempp
Richard Fryer
Wayne Ericson

(978) 500-5434
  Timothy A. Legendre, CFA
City National Rochdale
(603) 957-2092

Gold Corporate Partners




Hub International Personal Insurance
Tony Boyd, CIC, AFIS
James Marks

 Charles Polansky
Jonathan Whiddon
(214) 855-5600

Bobby Miller, CFA
American Century Investments

(512) 416-4385
 Rosemary Hueser
BOK Financial

(214) 987-8843



Russ Corby
AB Global
(214) 704-7513

Bret Solnoki
BMO Global Asset Management

(312) 461-3727

Gary Garcia
The Dallas Foundation

(214) 741-9898






 Steven "Chuck" Bates
Bridgeway Capital Management
(832) 204-8212
Keith O'Keefe
Natixis Global Asset Mgmt.
(617) 857-3926

Cliff Layfield, CIC, ARM
Signature Select, LLC

(972) 581-4412






   Ken Kerr
Hartford Funds
 (214) 356-2537

Eugene Elgnor, ChFC
Ivy Investments

 Mark Dickinson
Pender Capital
(443) 253-8525






Taylor Conway
Envestnet Tamarac
(425) 941-2963



 David Crowder
Voya Investment Management, LLC
(817) 422-7178



 Kristen Binkley
(214) 532-6364




 Paige Uher
Zeo Capital Advisors
(415) 875-5614

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





Silver Corporate Partners






 Richard Clark
Jensen Investment Management
(503) 726-2045


Catherine Nettles
Guggenheim Investments
(713) 962-7413

  Ben Adams
Artisan Partners
(414) 390-7061



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

Eric Pickens
(214) 763-9979


  Matt Gunter

Westcore Funds

(800) 734-WEST (9378)



Nicole Benz
Jefferson National

(502) 587-3824

Amy Rice
Cognios Capital

(913) 214-5000

Shawn Eubanks
Osterweis Capital Management

(800) 700-3316



Non-Profit Sponsor



  Mark Adkins
Morningstar, Inc.

(312) 696-6211






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