Check out the latest chapter FPA of Dallas/Fort Worth newsletter! Packed with exciting updates, insightful articles, and upcoming events, this newsletter is a must-read for all members. Stay informed and connected with our community by diving into the diverse content curated just for you. Don't miss out on this valuable resource.

Join FPA DFW This Summer!

Join us at FPA DFW events taking place this summer! These gatherings provide the perfect platform for you to connect with your peers, friends, and industry professionals. Don't miss out on this fantastic opportunity to expand your network and engage with like-minded individuals. Stay tuned for more details on our upcoming events and mark your calendars for a summer filled with networking and growth!

FPA DFW Online Calendar

The FPA Marketplace: Your One-Stop-Shop for Exclusive Discounts

Looking for exclusive savings and benefits? Look no further than the FPA Marketplace, powered by the Chalice Network®. As an FPA Member, you can access a wide range of benefits tailored to your professional and personal needs. From insurance programs to fintech discounts, you'll find everything you need. Plus, you can take advantage of BenefitHub, where you can save thousands of dollars on a variety of services and programs. Benefit from the best offerings from top brands like Verizon, Costco, Geico, Avis, Hertz, Disney, AMC, Gap, and many more. Don't miss out on these amazing savings and benefits.

Access the FPA Marketplace Now

Would you like to be informed about the latest initiatives and updates within FPA? On June 5 at 4 p.m. ET (1 p.m. PT), FPA is hosting a "State of FPA" Virtual Update, where you can get an exclusive inside look at the work that FPA has been doing to drive maximum value for you. Additionally, the 2023 FPA Annual Report will be revealed during the session. This is a fantastic opportunity to stay up-to-date on your membership Association

Register Now

Becky Bell, CFP® Carter Financial Management

In Memoriam

It is with heavy hearts that we share the news of the passing of our dear long-time FPA DFW member, Becky Bell, CFP®; President, Carter Financial Management. Becky was a respected member of our FPA community, known for her kindness, dedication, and warm spirit. Her presence will be deeply missed by all who had the privilege of knowing her. Our thoughts and prayers are with Becky's family and friends during this difficult time. May her memory be a blessing to all who were touched by her remarkable life.

Bring Your Friends Along

Membership is better with friends! The FPA referral program is a golden opportunity for your chapter Members to share the love and be rewarded. Referring members receive $25 for each new CFP® Professional or Allied Professional Member and $10 for each new aspiring financial planner or academic Member. Once the referred Member joins, a promo code is provided to the referring Member during their next renewal period. Learn more


FYI – look for changes to the FPA Website My Account/Profile section in the coming days. This section has been redesigned to offer better functionality, usability, and streamline information collection from Members and prospective Members.  


We have an great line up of events planned for 2024! Save the following dates and join us. Additional events are being planned - look for future dates to be added soon!

Jun 11 - FPA DFW Chapter Meeting (Fort Worth)

Jun 14 - FPA DFW Networking Event at Dallas Jackals

Jun 26 - FPA DFW Media Training (Virtual)

Jun 27 - FPA DFW Intern Appreciation Happy Hour

Jul 17 - Women's Group: Traveling Terrariums & Cocktails

Sep 5 - FPA DFW Summer Ballpark Event

Sep 10 - FPA DFW Chapter Meeting (Dallas)

Oct 1 - FPA DFW Honors Awards Banquet

Oct 8 - FPA DFW Chapter Meeting (Fort Worth)

Nov 12 - FPA DFW Chapter Meeting (Fort Worth)

Visit the FPA DFW calendar

Registration for FPA Annual Conference 2024 is Open

Are you eager to learn, grow, and take your business to new heights? If yes, you want to attend FPA Annual Conference 2024.


It’s about connecting with like-minded people, learning from the best, and building a strong community. You will meet some of the brightest minds in the profession, share your ideas, and explore new strategies to achieve the next level. It's unique and custom-made for you, so don't let it pass you by. Register now for early bird pricing and join us in Columbus from September 18-20, 2024.


We are thrilled to announce that Jan G. Valecka, CFP® has been named as the #ProBono Director of the FPA DFW Board of Directors. FPA DFW, with its strong dedication to pro bono work and community service, is excited to have Jan on board in this crucial role. With Jan's extensive experience on the DFW Pro Bono committee, we are confident that she will play a pivotal role in furthering our mission and impact in the community.

We are thrilled to announce that FPA DFW is adding to its network of partners by welcoming the Texas Tech University School of Financial Planning as our newest Silver partner. The expertise and dedication of the TTU PFP Program will undoubtedly enhance the services and opportunities available to our members. We look forward to a successful partnership and the mutual growth it will bring to both organizations.


Bill Carter, CFP®, CLU, ChFC®

Carter Financial Management


Bill Allbright

Allbright Financial Services, Inc.

Glenda Kemple, CFP®, CPA

Kemple Capital


Jeff Holler, CFP®

The Capital Chart Room, Ltd.

Kathy Muldoon, CFP®

Carter Financial Management

James Talley, CFP® JH Talley, P.C.


David Brunson, CFP®, CFA, CDFA®

Lifeway Financial Corporation


Bill Arnold, CFP®

Texas Baptist Missions Foundation


Laura Addington, CFP®, MSFS

Addington Financial Group


Jon Weinstein, CFP®

Cetera Advisory Networks


Dave Dryden, CFP®, ChFC®, MS

Insight Wealth Partners, LLC


John Arnot, CFP®

Coble Cravens Financial Services, Inc.

Colleen Bowler, CFP® C&J Innovations, LLC


Chris Currin, CFP®

Mercer Advisors

Lori Sidrony, CFP®


Michelle Kallus, CFP®, CPA

Michelle R. Kallus, CPA, CFP®

O. Ernest Stepp


Dan Mauck, CFP®

Lee Financial

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

Jimmy Rench, CFP® Relevance Capital Management


Craig Greenway, CFP®, MBA

Bradley Hall, CFP®

Waddell & Reed/LPL Financial

Lynn Lawrance, CFP®, MBA, CLTC

Cetera Advisory Networks

Rob Popovitch, CFP®

PwC Tax


Howard Bellet, CFP®, CRPC®, MBA

Ameriprise Financial Services

Ryan Huey, CFP®

RoseRock Wealth Management, LLC

Becky Paterik, CFP®

United Planners


Vicki Ward, CFP®

Financial Lifestyle Management


Jeffrey Miller, CFP®

LPL Financial Services


Sonja White, CFC

Fortune Wealth Management, LLC


Elizabeth Schopmeyer, CFP®

Wayne Smith, CFP®

Insight Wealth Partners, LLC


Jonathan Dumas, CFP® Dean Jacobson Financial Services

Eric Shaffer, CFP®

Kuhn Capital Partners


Jordan Benold, CFP®, MBA Benold Financial Planning

Jordan Durham

Taylor Fazand, CFP®, MBA, CRPC®

GuideStone Funds

Vyoma Patel

Strata Wealth Advisors, LLC

Chad Smith, CFP® Heritage Financial Planning

Carter Vaughn, CFP®


Post job openings, find potential candidates, search openings, post your resume. Posting on the FPA DFW Job Board is a complimentary benefit for FPA members.

Job Seekers

Take the first step and submit your resume on the FPA of Dallas/Fort Worth Career Center. Be ready for that next opportunity!


Niche job boards, like the FPA of Dallas/Fort Worth Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.


The Latest Journal of Financial Planning Now Available

FPA Members can now read the May 2024 issue of the Journal of Financial Planning to learn about being a mindful financial planner, overcoming limiting beliefs, helping clients achieve serenity, measuring financial well-being, the dynamic nature of financial wellness, overcoming succession planning barriers, and much more. 

Access the latest issue of the Journal now

2024 FPA DFW Diamond Partner

2024 FPA DFW Platinum Partners

2024 FPA DFW Gold Partners

2024 FPA DFW Silver Partners

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