Members Celebrating Anniversaries

FPA DFW Members Celebrating May & June 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

Bill Carter, CFP®, ChFC, CLU - Carter Financial Management

35 Years

Bill Allbright - Allbright Financial Advisors, Inc.

Glenda Kemple, CFP®, CPA - Kemple Capital

30 Years

David Brunson, CFP®, CFA, CDFA - Lifeway Financial Corporation

25 Years

W. Charles Pyke, CFP®, CPA - Pyke & Pyke, P.C.

20 Years

Michelle Kallus, CFP®, CPA 

O. Ernest Stepp

15 Years

Richard Greenfield, CFP® - RJG Financial

Jeffrey Miller, CFP® - LPL Financial Services

James Parry, CFP® - Parry Financial Advisors, LLC

Lois Russell, CFP® - Tuggle & Russell, LLC

10 Years

Tyler Beeson, CFP®, CIMA®, CPWA - Westshore Wealth

Michael Crews, MBA, CFP® - Ricker Retirement Specialists

Jason Gabriele, CFP® - Merrill Lynch

Bryan Keever, CFP® - Ameriprise Financial Services, Inc.

Chad McMillan, CFP® - Baker Financial Services

Kelly Mills, CFP® - RGT Wealth Advisors

Christopher Smith, CFP®, MBA, CRPC - Ameriprise Financial Services, Inc.

5 Years

Jason Bottenfield, CFP®, CDFA® - The Park Cities Group at Morgan Stanley
FPA DFW Membership Director

Albi Kacani, CFP® - Howard Financial Services, Ltd.

Wes Keeton, CFP® - The Keeton Group

Kris Maksimovich, CFP®, CRPC - Global Wealth Advisors

William Taylor - Cypress Point Wealth Management

Ariel Webb