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 us at FPA DFW events taking place throughout August & September! 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!

August 20: FPA DFW Super CE Day (Virtual)

August 20: FPA DFW Men's Social Event at Katy Trail Ice House

August 28: FPA DFW & TXCPA Dallas Allied Professionals Event

September 5: FPA DFW Summer Ballpark Event

Coming Soon!

September 10: FPA DFW Chapter Meeting

September 26: FPA DFW/DEPC/DCCGP Event Powered by The Dallas Foundation

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.

Are you in need of your next top employee or intern? Look no further than the FPA Dallas/Fort Worth Career Center to enhance your search process. This valuable resource is available for free to all active FPA members, and at a low cost for non-members. Additionally, job seekers can post their resumes online at no charge. Take advantage of the FPA DFW Career Center today to find the perfect fit for your team!

Congratulations to the six outstanding individuals who have been selected as recipients of the 2024 FPA DFW CFP Exam Scholarship. Their dedication to excellence serves as a true inspiration, and we eagerly anticipate their future growth and success within the financial services industry. This scholarship signifies a significant milestone towards realizing their ambitions and leaving a lasting mark in their chosen field. A special thank you goes out to the generous DFW firms whose support has made these scholarships possible. Your unwavering commitment to providing these opportunities is truly commendable.

Erin Champlin, Cadent Capital, LLC

E. W. Woody Young, CFP, CAP Memorial Merit Scholarship

Kade Sparger, Kennedy Financial Services, Texas Tech University School of Financial Planning

Peggy Everson, CFP® Memorial Merit Scholarship

Brandon Perry, Texas Tech University School of Financial Planning

Peggy Everson, CFP® Memorial Merit Scholarship

Zackary Smutzer, Financial Planning Program Texas A&M University

Pamela Yip Memorial Merit Scholarship

Joel Chouinard, SharpEdge Financial LLC

Dennis Carpenter, CFP® Merit Scholarship

Andrew Waymire, True North Advisors

SFMG Wealth Advisors Merit Scholarship in Honor of Barry Evans, CFP®

The FPA of Dallas/Fort Worth Honors Award and Young Guns Award recognize individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public. This is among the highest honor awarded within the FPA DFW community. If you know of a chapter member, colleague, community leader, volunteer or company within the DFW community who demonstrates a commitment to the highest standard of professional competence, integrity, relationships and stewardship, and whose extraordinary contributions advance the financial planning profession, consider nominating them today for the 2024 Honors Award or Young Guns Award (Young Guns nominees must be age 36 or under). Award recipients will be honored at the 21st Annual FPA DFW Honor's Awards Banquet which will take place on Tuesday, October 1, 2024. Nomination deadline: Aug. 23.

We proudly announce that Jesse Vega has been selected as the recipient of the 2024 FPA DFW NexGen Gathering Scholarship. Congratulations, Jesse! Your hard work and passion for financial planning will take you far. We look forward to seeing all the great things you will accomplish in the future. Enjoy your time in Phoenix!

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 pleased to announce that we are celebrating the following member anniversaries! We appreciate your loyalty and support, and we want to recognize your commitment to the Financial Planning Association. Thank you for being a part of our chapter. We look forward to many more years of success together.

51 YEARS

J. Moore

Guardian Property Management

42 YEARS

Dave Bell, CFP

John Dodd, CFP®

Dodd & Associates

38 YEARS

Dan Garrett, CFP®, AEP®, HDP®

The ACU Foundation

37 YEARS

Emerson Bell, CFP®

Fee Only Financial Planning, Inc.

29 YEARS

Tim Turner, CExP®, EA

bizSTEPS

28 YEARS

Nowell Loop, CFP®

Cetera Advisor Networks, LLC

Bob Stowe, MBA, CFP® Stowe Financial Planning, LLC

27 YEARS

Van Echols, CFP®

MML Investment Services

26 YEARS

Lance Alston, CFP®

New Dimensions Wealth Management

Tommy McBride, CFP®, CIMA®, CPWA® Merrill Lynch

24 YEARS

Charles Elhoff, CFP®, CLU, ChFC®

Virtus Wealth Management, LLC

Neal Vasso, CFP®

Vasso & Associates

23 YEARS

David Gamble, CFP®

SFMG Wealth Advisors

Allen Gibson, ChFC®, CEP®, CRPC®

Gibson Wealth Advisors, LLC

Lewis Johnson

Wealth Creators, LLC

Tom Potts, Ph.D., CFP®

Baylor University

22 YEARS

Scott Cohen, CFP®, CFS, CAP®

CD Wealth Management, LLC

Charles Green

Charles R. Green & Associates, Inc.

20 YEARS

Sean Kelleher,, CFP®, EA

Riverchase Wealth Management, LLC

19 YEARS

Bryce Danley, CFP® Ameriprise Financial Services, LLC

Alma Evans, CFP®

Patty Hammond, CFP® Carter Financial Management

Dusty Wallace, J.D., CFP® Strata Wealth Advisors

18 YEARS

John Loyd, CFP®, MBA, EA

The Wealth Planner®

Jonathan Meaney, CFP®

Carter Financial Management

17 YEARS

Steve Blankenship, CFP®

Heritage Financial Planning

David Dugger, CFP®

Westbrooks Dugger & Westbrooks

David Nelson, CFP® Daniels & Erickson Financial Advisors

Stephanie Poorman, CFP®

Mandy Sessler, CFP® Buckingham Strategic Wealth

Michael Woods, CFP®

Stocker Woods Financial, Inc.

16 YEARS

Sascha Fincham

BOK Financial

Jean Keener, CFP®, CRPC®

Keener Financial Planning, LLC

Kenneth Moraif, CFP®, MBA

Money Matters with Ken Moraif

15 YEARS

Derek Childs, CFP®

HFS Wealth Management

Michael Miller, CFP®

GWN Securities, Inc.

Charlie Schuhmann, CFP®, CLU

Lincoln Financial Distributors



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!

Employers

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.

2024 FPA DFW Platinum Partners

2024 FPA DFW Gold Partners

2024 FPA DFW Silver Partners