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Members Celebrating Anniversaries

Saturday, June 1, 2019  
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FPA DFW Members Celebrating Membership

Milestone Anniversaries in June & Julyl!



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



25 Years


Charles Pepkin, CFP® - Kennedy Financial Services

Jon Weinstein, CFP® - Cetera Advisor Networks



20 Years


Thomas Muir, CFP®, CPA/PFS - Cultivar Capital, Inc.

James Rench, CFP® - The Relevance Group

Dan Mauck, CFP® - Clintsman Financial Planning
2013 FPA DFW President



15 Years


Jason Bach, CFP® - MassMutual Dallas/Fort Worth


John Gay, CFP® - Frisco Financial Planning


Robert Hrnicek, CFP® - Cohonesto Financial


Mark McClanahan, CFP® - RGT Wealth Advisors
2009 FPA DFW President


Richard Rawlins, CFP® - HD Vest


Eric Shaffer, CFP® - Mergent Group


Sonja White - Fortune Wealth Management, LLC



10 Years


Rodney Cummickel, CFP® - Prairie Financial Advisors, LLC

David Mize, CFP® - Mustang Wealth Management




5 Years


Carolee Bertrand, CFP® - US Trust/Bank of America

Jonathan Dumas, CFP® - Dean Jacobson Financial Services

Kyle Gardner, CRPC®, AAMS, AWMA - Tennyson Advisory Group

Allen Kozel, CFP® - Odyssey Wealth Management

Lucy Selby, CFP®, MBA, MS - RelyOn Wealth Management






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