Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in June & Julyl!

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

25 Years

Charles Pepkin, CFP® - Kennedy Financial Services

Jon Weinstein, CFP® - Cetera Advisor Networks

20 Years

Thomas Muir, CFP®, CPA/PFS - Cultivar Capital, Inc.

James Rench, CFP® - The Relevance Group

Dan Mauck, CFP® - Clintsman Financial Planning
2013 FPA DFW President

15 Years

Jason Bach, CFP® - MassMutual Dallas/Fort Worth

John Gay, CFP® - Frisco Financial Planning

Robert Hrnicek, CFP® - Cohonesto Financial

Mark McClanahan, CFP® - RGT Wealth Advisors
2009 FPA DFW President

Richard Rawlins, CFP® - HD Vest

Eric Shaffer, CFP® - Mergent Group

Sonja White - Fortune Wealth Management, LLC

10 Years

Rodney Cummickel, CFP® - Prairie Financial Advisors, LLC

David Mize, CFP® - Mustang Wealth Management

5 Years

Carolee Bertrand, CFP® - US Trust/Bank of America

Jonathan Dumas, CFP® - Dean Jacobson Financial Services

Kyle Gardner, CRPC®, AAMS, AWMA - Tennyson Advisory Group

Allen Kozel, CFP® - Odyssey Wealth Management

Lucy Selby, CFP®, MBA, MS - RelyOn Wealth Management