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Members Celebrating Anniversaries

Saturday, September 1, 2018  
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FPA DFW Members Celebrating August, September & October 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


J.L. Moore – Guardian Property Management


35 Years


W. Joy Adams, CFP® - Adams Financial Group

Bill Perryman, CFP® Perryman Financial Advisory


25 Years


Michael Busch, CFP® - Vogel Financial Advisors / FPA DFW President 2003

Frances Gardner, CFP® – ARMOR Financial Solutions Group

James Garner – Garner Financial

Joy Kirsch, CFP® – Kirsch & Associates

Mark Trewitt, CFP® IFSG, Ltd.

Ralph Ujano, CFP® The Ujano Advisory Group, LLC



20 Years


Bryan Clintsman, CFP® - Clintsman Financial Planning / FPA DFW President 2005

Oscar Barr, CFP® – Barr Financial Group

Patrick Dougherty, CFP® - Dougherty Wealth Management

Thomas McBride, CFP® – Merrill Lynch

Don McLeod, CFP® GuideStone Financial Resources



15 Years


David Burditt, CFP® - Chris Burditt, CPA

Timothy Lowry, CFP® – Dean, Jacobson Financial Services



10 Years


Mark Hotchkiss, CFP® - First Command Financial Services

Amanda Lott, CFP® – J.P. Morgan Private Bank

Justin Luddeke, CFP® - Lee Financial Corporation

Jarrod Upton, CFP® – United Capital



5 Years


Michael Babcock, CFP® - Legacy Consulting Group

Anderson Brooks – Pilot Wealth Advisors, LLC

Emily Brooks, CFP® - HFS Wealth Management

Jeanne Odum Cain Odum Life Planning, LLC

Wade Chessman, CFP® - Chessman Wealth Strategies

Elizabeth Grahsl, CFP® - Tolleson Wealth Management

Kane Houston, CFP® - Ameriprise Financial

Marisa Lockhart, CFP® - Caprock Capital Advisors

Brandon Reese, CFP® - Money Matters with Ken Moraif

James Walsh – Penumbra Capital Management

Roddy Warren, CFP® - Stowe Financial Planning, LLC
















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