Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in March & April

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

35 Years

Kathleen Muldoon, CFP®   Carter Financial Management

25 Years

Leslie Killgore, CFP®   Active Wealth Management

 
William Purcell   The Purcell Group

Richard Terrill, CFP®   The Terrill Group, LLC

20 Years

Carol Croy, CFP®

Elizabeth Helton, CFP®

Eric Tiedtke, CFP®

10 Years

Clint Adams, CFP®   Adams Wealth Management

 
Craig Cowles, CFP®   Mergent Group

5 Years

Stephanie Byrd, CFP®   View Capital Advisors

John Cravens, AWMA    Cravens Brothers Private Wealth Management

Sarah Crowe, CPA, CFP®   Talis Advisors

Ilona Friedman, AWMA    Kestra Financial

Chris Garcia, CFP®   Ameriprise Financial

Justin Gedlen, CFP®    FFEC

Stephen Hart, CFP®   Talis Advisors

Laura Marquard, CFP®    AXA Advisors

Cynthia Spiegel, CFP®

Stephen Webb, CFP®