Members Celebrating Anniversaries

FPA DFW Members Celebrating July & August 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

J.L. Moore - Guardian Property Management

35 Years

W. Joy Adams, CFP®, ChFC - Adams Financial Group

25 Years

Michael Busch, CFP®, CPA, CEBS - Vogel Financial Advisors, LLC

Ralph Ujano, CFP®, CPA, MS - The Ujano Advisory Group, LLC

20 Years

Lance Alston, CFP® - New Dimensions Wealth Management, LLC 

Thomas McBride, CFP®, CIMA®, CPWA® - Merrill Lynch 

10 Years

George Scarborough, CFP® - Securities America

5 Years

Joel Berg, CFP® - Carter Financial Management
FPA DFW Corporate Partnership Director

Blake Harris, CFP® - Ameriprise Financial 

Marisa Lockhart, CFP® - Caprock Capital Advisors

Roddy Warren, CFP® - Stowe Financial Planning, LLC