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2020 Corporate Partners
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The FPA of Dallas/Fort Worth board of directors wishes to thank our Corporate Partners for their invaluable support of the Dallas/Fort Worth chapter.  FPA DFW 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 Changing Tomorrow's™  through their commitment to the organization, its mission and its members. Your support of the FPA DFW chapter has many benefits. We invite you to see what a Corporate Partnership can do for your business.


Corporate Partnership Director - Brad Purifoy -

FPA Dallas/Fort Worth Executive Director - Melisa Hall -




Double Platinum Corporate Partner




Bridgeway is driven by two fundamental beliefs that separate it from most of Wall Street. First and foremost, we care.  We care about putting investors first.  We care about performance, integrity, and the world at large. Second, we believe a great philospohy is only valuable when it's applied to the real world...with execution and results.  


Experienced team focused on client needs and innovative solutions.

  • Founded in 1993
  • $7.3 billion in firm assets under management as of 9/30/19
  • 36 Partners (long-term staff)



Platinum Corporate Partners




Luke Trammell
American Funds
(713) 805-1240


Catherine J. Nettles
Guggenheim Investments
(713) 962-7413




 Kylee Shirey, JD

Palladium Group







Rodolfo Maldonado
Avantax Wealth Management

(972) 870-6308



Steven J. Ryder
True North Networks, LLC

(603) 624-6777




Eric Pickens
(214) 763-9979







 Ian Smith
Westwood Funds

(214) 756-6966











Gold Corporate Partners



Gary Garcia
The Dallas Foundation

(214) 741-9898




Mark Doremus
Hines Securities
(713) 724-2365




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



David Stanard
THREE by Berkshire Hathaway
(804) 677-0733








Silver Corporate Partners






Kati Starkey

Charles Schwab Advisor Services
(972) 731-2734




David Ferguson

Concenter Services - XLR8
(877) 513-3862

Ben Fried

Cred Invest
+(972) 54-945-9819










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




Nicole E. Benz
DPL Financial Partners
(502) 242-8925

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



Cliff Layfield
IMA Select

(972) 581-4412



Eugene Eignor
Ivy Investments
(703) 300-8103




 Tim Lickteig
Nationwide Advisory Solutions

(502) 587-3832








Steve Neidermire
State Street Global Advisors
(617) 306-4232

Ian Hass, CAIA, CIMA®
Thornburg Investment Management
(267) 968-7030


 Paige Uher
Zeo Capital Advisors
(415) 875-5614














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





  Parker Breinholt
(888) 545-8880
Isabelle McGrail
(406) 412-2047









  Kathryn McGill, CAP®
Communities Foundation of Texas
(214) 750-4145




  Lindsey Harrington
XY Planning Network
(406) 413-9200













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