Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
News & Press: News

Members Celebrating Anniversaries

Wednesday, January 1, 2020  
Share |

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

 

 

 

 

 



more Calendar

1/1/2020 » 4/30/2020
2020 FPA DFW Season Ticket

2/12/2020 » 2/13/2020
2020 FPA DFW Conference

3/31/2020
FPA DFW OPENING DAY BALLPARK EVENT AT THE NEW GLOBE LIFE FIELD

Association Management Software Powered by YourMembership  ::  Legal