Members Celebrating Anniversaries

FPA DFW Members Celebrating Membership

Milestone Anniversaries in April!

Congratulations on your significant milestone with the Financial Planning Association! You are a valuable member of our association and we greatly appreciate your membership.

30 Years

Carol Ventura, CFP® - HD Vest Financial Services

20 Years

Robert Berg, CFP® - Carter Financial Management

Alan Goldfarb, CFP®, AIF - Financial Strategies Group

Dennis Holzwarth, CFP®, CPA - Wealth Building, Inc.

Jeremy Hudson, CFP® - RGT Wealth Advisors

Jimmy Middlebrook, CFP® - Verus Wealth Advisors

Michael Mills, CFP®, CLU, CFS - Mills Wealth Advisors, LLC

Hank Mulvihill, CFP®, CCM, CWS - Smith Anglin Financial, LLC

Andrew Raub - Ameriprise Financial

Steven Wachs, CFP® - Legacy Consulting Group

Shirley White-Stevens, CFP® - Investment Services Center

Christopher Young, CFP® - Quest Capital Management, Inc.

10 Years

Douglas Heagren, CFP®, CRPC, APMA - Mergent Group

5 Years

Greg Menefee - TD Ameritrade Institutional