Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in February

Congratulations on your significant milestone with the Financial Planning Association! You are a valuable member of our association and we greatly appreciate your membership.

20 Years

Michael Jarvis, CFP® - Legacy Financial Advisors

Maria Saldana, CFP® - Maria L. Saldana, P.C.

Trudy Turner, CFP®, CPA/PFS - United Capital Financial Advisers, LLC

15 Years

Bryce Danley, CFP® - Ameriprise Financial Services

Jane Forbes, CFP®

Casey Kupper, CFP®, CFA, CAIA® - Cadent Capital, LLC

David White - SFMG Wealth Advisors

10 Years

Taylor Nipp, CFP® - SFMG Wealth Advisors

5 Years

James Groce, CFP® - Tennyson Advisory Group, LLC

Candace Scholz, CFP® - Aspen Wealth Management