Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in January

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

Mary Ann Davis   First Western Securities

Thomas Murphy, CFP®   Murphy & Sylvest

Mark Nielsen, CFP®   Nielsen Financial, LLC

Rick Ochterbech, CFP®   Ameriprise Financial Services, Inc.

20 Years

John McCuistion, CFP®   JMA Financial Advisors, Inc.

15 Years

Kami Bedford, CFP®   PlainsCapital Bank

 
Paul Pomeroy, CFP®   LPL Financial

10 Years

Amin Kotadia, CFP®, CGMA, CPA/PFS, CA    Amin Cotadia, CPA, PC

5 Years

JoAnne Galbraith, CFP®    Carter Advisory Services, Inc.

Stephen Poe   University of North Texas 

Kimberly Vesely, CFP®    Fullcircle Wealth