Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in August!

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

20 Years

Bryan Lee, MBA, CFP® - Strategic Financial Planning, Inc.

Mitch Kramer, CFP® - Fluent 

15 Years

John Checki, CFP®, CPA, CRC

Sean Kelleher, CFP®, EA - Riverchase Wealth Management, LLC

Thomas Payne, CLTC - Trinity Fiduciary Partners, LLC

10 Years

Derek Childs, CFP® - HFS Wealth Management

Billy Yarbrough, CFP® - Ameriprise Financial Services, Inc.