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Members Celebrating Anniversaries

Saturday, June 1, 2019  
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FPA DFW Members Celebrating Membership

Milestone Anniversaries in June & Julyl!

 

 

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

 

Charles Pepkin, CFP® - Kennedy Financial Services

Jon Weinstein, CFP® - Cetera Advisor Networks



 

 

20 Years

 

Thomas Muir, CFP®, CPA/PFS - Cultivar Capital, Inc.

James Rench, CFP® - The Relevance Group

Dan Mauck, CFP® - Clintsman Financial Planning
2013 FPA DFW President

 

 



15 Years

 

Jason Bach, CFP® - MassMutual Dallas/Fort Worth

 

John Gay, CFP® - Frisco Financial Planning

 

Robert Hrnicek, CFP® - Cohonesto Financial

 

Mark McClanahan, CFP® - RGT Wealth Advisors
2009 FPA DFW President

 

Richard Rawlins, CFP® - HD Vest

 

Eric Shaffer, CFP® - Mergent Group

 

Sonja White - Fortune Wealth Management, LLC

 


 

10 Years

 

Rodney Cummickel, CFP® - Prairie Financial Advisors, LLC

David Mize, CFP® - Mustang Wealth Management

   

   

 

5 Years

 

Carolee Bertrand, CFP® - US Trust/Bank of America


Jonathan Dumas, CFP® - Dean Jacobson Financial Services


Kyle Gardner, CRPC®, AAMS, AWMA - Tennyson Advisory Group

Allen Kozel, CFP® - Odyssey Wealth Management

Lucy Selby, CFP®, MBA, MS - RelyOn Wealth Management

 

 

 

 

 



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