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Members Celebrating Anniversaries

Thursday, October 3, 2019  
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FPA DFW Members Celebrating Membership

Milestone Anniversaries in October!

 

 

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

 

James Houston, CFP® - Ameriprise Financial Services, Inc.


 


20 Years

 

Ashley Blanchette - RGT Wealth Advisors

Ricky Grunden, CFP® - Grunden Financial Advisor, Inc.

 

William Henn, CFP® 

Charles Jones, CLU, ChFC, RFC - C. Jones & Co.

 

Michael Miller, CFP® - Miller Premier Investment Planning, LLC





15 Years

 

 

David Cordell, Ph.D., CFP®, CFA, CLU - University of Texas at Dallas

 

Robert De Lachiica, CFP® - Wealth Management Group, LLC

 

Ken Painter, CFP® - Strata Wealth Advisors, LLC

 

Charles Stephens, CFP® - Kindred Stephens Financial Group

 


 

10 Years

 

David Faulkner, CFP® - Spectrum Advisors

Lacey Garcia, CFP®, CDFA™ - Lifeway Financial Corporation

   

   

5 Years

 

 

Matthew Bungo, CFP® - Charles Schwab & Co., Inc.

 

Oliver Matison, CFP®, CPWA, EA - Beacon Financial Group

 

Shad Robertson, CFP® - MassMutual Dallas/Fort Worth

 

 

 

 

 



more Calendar

11/8/2019
FPA DFW Chapter Meeting

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