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Members Celebrating Anniversaries

Wednesday, May 30, 2018  
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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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



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