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Members Celebrating Anniversaries

Wednesday, May 30, 2018  
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FPA DFW Members Celebrating May & June 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


Bill Carter, CFP®, ChFC, CLU - Carter Financial Management



35 Years


Bill Allbright - Allbright Financial Advisors, Inc.


Glenda Kemple, CFP®, CPA - Kemple Capital



30 Years


David Brunson, CFP®, CFA, CDFA - Lifeway Financial Corporation



25 Years


W. Charles Pyke, CFP®, CPA - Pyke & Pyke, P.C.



20 Years


Michelle Kallus, CFP®, CPA 


O. Ernest Stepp



15 Years


Richard Greenfield, CFP® - RJG Financial


Jeffrey Miller, CFP® - LPL Financial Services


James Parry, CFP® - Parry Financial Advisors, LLC


Lois Russell, CFP® - Tuggle & Russell, LLC




10 Years


Tyler Beeson, CFP®, CIMA®, CPWA - Westshore Wealth


Michael Crews, MBA, CFP® - Ricker Retirement Specialists


Jason Gabriele, CFP® - Merrill Lynch


Bryan Keever, CFP® - Ameriprise Financial Services, Inc.


Chad McMillan, CFP® - Baker Financial Services


Kelly Mills, CFP® - RGT Wealth Advisors


Christopher Smith, CFP®, MBA, CRPC - Ameriprise Financial Services, Inc.



5 Years


Jason Bottenfield, CFP®, CDFA® - The Park Cities Group at Morgan Stanley
FPA DFW Membership Director


Albi Kacani, CFP® - Howard Financial Services, Ltd.


Wes Keeton, CFP® - The Keeton Group


Kris Maksimovich, CFP®, CRPC - Global Wealth Advisors


William Taylor - Cypress Point Wealth Management


Ariel Webb
















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