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Members Celebrating Anniversaries

Wednesday, July 25, 2018  
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FPA DFW Members Celebrating July & August Anniversaries

 

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

 

 

 

45 Years

 

J.L. Moore - Guardian Property Management

 

 

35 Years

 

W. Joy Adams, CFP®, ChFC - Adams Financial Group

  

 

25 Years

 

Michael Busch, CFP®, CPA, CEBS - Vogel Financial Advisors, LLC

 

Ralph Ujano, CFP®, CPA, MS - The Ujano Advisory Group, LLC

 

 

20 Years

 

Lance Alston, CFP® - New Dimensions Wealth Management, LLC 

 

Thomas McBride, CFP®, CIMA®, CPWA® - Merrill Lynch 

 

 

10 Years

 

Jean Keener, CFP®, CRPC - Keener Financial Planning, LLC

 

George Scarborough, CFP® - Securities America

 

 

5 Years

 

Joel Berg, CFP® - Carter Financial Management
FPA DFW Corporate Partnership Director

 

Blake Harris, CFP® - Ameriprise Financial 

 

Marisa Lockhart, CFP® - Caprock Capital Advisors

 

Roddy Warren, CFP® - Stowe Financial Planning, LLC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



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