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Members Celebrating Anniversaries

Tuesday, September 1, 2020  
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Congratulations on your significant milestone with the Financial Planning Association during the month of September.  You are a valuable member of our association and we greatly appreciate your membership.

  


30 YEARS

 

E. Kim Dignum, CFP® - Dignum Financial Partners




20 YEARS

 

 

Melissa Brennan, CFP® - ARS Private Wealth
FPA DFW Pubic Relations Director

 

Cynthia Montgomery, CFP®, CPA, MBA - Red Oak Financial Group

 



15 YEARS

 

Kasey Buckner, MSPFP, CRPC, CFP® - Granite Financial Group

Chandler Ferguson, CFP® - Quest Capital Management, Inc.

Michael Mansur, CFP® - Castleview Partners

Steven Schlegel, CPA, CFP® - SchlegelDunn, LLC

 

 

10 YEARS

 

Kyle Imhof, CFP® - Clintsman Financial Planning

 

Ruth Lysaught Holder, CFP®


    


5 YEARS

 

John Gesek - Optimus Capital Advisors, LLC

 

Shelby Huber, CFP® - Clintsman Financial Planning

 

Amy Messer, RP® - RGT Wealth Advisors

 

William Saplicki - LS Wealth Strategies, LLC

 



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