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2019 Corporate Partners
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The FPA DFW board of directors wishes to thank our Corporate Partners for their invaluable support of the Dallas/Fort Worth chapter.  The Financial Planning Association of Dallas/Fort Worth members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.


Your support of the DFW chapter of the FPA has many benefits. We invite you to see what a Corporate Partnership can do for your business.



Corporate Partnership Director - Joel Berg -


FPA Dallas/Fort Worth Executive Director - Melisa Hall -




Double Platinum Corporate Partner


  Ray Kong



King Operating Corporation seeks to acquire oil and gas oil fields that can be developed and divested to public companies. From the outset, King’s technical and financial team evaluates each possible transaction considering the ultimate exit strategy with a planned development plan. King’s innovative transaction structure seeks to return invested capital to investors first. King prides itself on prudent operations, capital efficiencies in field and well development, and the ability to fully execute on any selected project.



Platinum Corporate Partners




Chuck Bates
Bridgeway Capital Management
(832) 204-8212



Paul French
Door, Inc.
(469) 906-2547




Brad Miksek
Innovative Portfolios, LLC

(317) 689-6450



Ben Frantz
Orion Advisor Services
(402) 896-7357



Steven J. Ryder
True North Networks, LLC

(603) 624-6777

Eric Pickens
(214) 763-9979



Jason Torske

(402) 325-4251

Jeff Gubala
Westwood Funds

(214) 578-7705






Gold Corporate Partners





 Darwin Stephens
(214) 478-4623




 Nicole E. Benz
DPL Financial Partners
(502) 242-8925
Gary Garcia
The Dallas Foundation

(214) 741-9898





Catherine J. Nettles
Guggenheim Investments
(713) 962-7413
Hub International Personal Insurance

Tony Boyd, CIC, AFIS
James Marks

Charles Polansky
Jonathan Whiddon
(214) 855-5600

 Richard Clark
Jensen Investment Management
(503) 726-2045






Mark Doremus
Hines Securities
(713) 724-2365
Scott Scherer




Silver Corporate Partners






 Benjamin Adams
Artisan Partners
(414) 573-4598




Chuck Rowlan
(214) 389-9080 
Paige Uher
Zeo Capital Advisors
(415) 875-5614






Hannah Hut
Dimensional Fund Advisors LP
(512) 306-4633




Cliff Layfield
IMA Select

(972) 581-4412

Eugene Eignor
Ivy Investments
(703) 300-8103






Tim Lickteig
Nationwide Advisory Solutions

(502) 587-3832



Andrew Rice
Thornburg Investment Management
(214) 202-9836


Mark Boothe
E*Trade Advisor Services
(800) 955-7808 



  David Ferguson
Concenter Services - XLR8
(877) 513-3862

 Katie O'Neal
Southern Methodist University
(214) 768-1021




 Kati Starkey

Charles Schwab Advisor Services
(972) 731-2734






John Mayeron
Coy Capital Management, LLC
(214) 334-4330















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