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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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