Inside, you’ll find exciting updates, articles, and details on upcoming events. It’s your go-to resource for staying connected and engaged with our community.

FPA gave a sneak peek of the November video at FPA Annual Conference 2025 in Las Vegas. Take a stroll down memory lane in this condensed version of the "Official FPA 25th Anniversary Video". There's sure to be some familiar faces in it as they take us from the merger in 2000 to today. Give it a watch and be on the lookout for the full version coming soon. Celebrate FPA's 25th Anniversary:

Lock In Your Rate: Early Bird Pricing Closes December 16

Are you a financial planning professional eager to enhance your expertise and connect with industry leaders? The FPA DFW Conference is your gateway to a wealth of knowledge and networking opportunities. Scheduled for February 19, 2026, this annual event is designed specifically for CFP® professionals, estate planning attorneys, CPAs, and all financial planning professionals seeking to further their careers.

The conference offers an outstanding platform for learning and exchanging innovative ideas, making it an invaluable experience for attendees. Participants will have the unique opportunity to engage with top industry leaders, attend insightful sessions, and earn continuing education credits relevant to their fields.



Renowned for attracting some of the brightest minds in financial planning, this conference fosters an environment ripe for collaboration and networking with like-minded professionals. Don’t miss out on this chance to elevate your career and expand your professional network at the 2026 FPA DFW Conference!

We are excited to announce that after an extensive search, Dennis J. Moore, CFP®, MBA, our interim CEO, has been appointed our new full-time CEO. Dennis has been a longstanding member of FPA, a past president of the FPA of Dallas/Fort Worth and FPA of West Texas, and FPA’s national president in 2022. He credits FPA with enabling much of his career and professional growth, and he will help our members enhance their skills and network to achieve their career aspirations.

Read the full press release: https://hubs.li/Q03PGtvy0

Welcome Our Newest FPA Dallas/Fort Worth Members

We are proud to announce and warmly welcome our newest members to the FPA Dallas/Fort Worth community! Your decision to join us marks the beginning of an exciting journey together, filled with opportunities for networking, professional development, and collaboration. As part of our organization, you will have access to a wealth of resources, events, and a supportive community of financial planning professionals. We encourage you to get involved, participate in our upcoming events, and connect with fellow members. Together, we can continue to advance the financial planning profession and make a positive impact in our community. Welcome!

We are pleased to announce that we are celebrating the following member *anniversaries during December! 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.

Joan Peurifoy I 44 YRS

Financial Network Investment Corp.

Carol Anderson, CFP® I 36 YRS

Merrill Lynch

Donald Laseter, CFP® I 34 YRS

Financial Consulting Services

Gerald Pierce, CFP® I 28 YRS

Edward Jones

Nancy Doxey, CFP® I 27 YRS

Terry Pender, CPA, CFP® I 27 YRS

Pender Consulting

Lynn McIntire, CFP®, CLU®, CAP® I 26 YRS

Cadent Capital, LLC

Greg Gardner, CFP® I 25 YRS

The Gardner Group

John Kvale, CFP®, CFA I 24 YRS

J.K. Financial, Inc.

Kevin Margolis, CPA/PFS I 24 YRS

SFMG Wealth Advisors

Laurie Belew, CFP®, MS, MBA I 21 YRS

Cerity Partners

Christie Williams, CFP® I 21 YRS

Lee Financial Corporation

Sandy Anderson, CFP®, CPA/PFS, ADPA I 15 YRS

Anderson & Associates Financial, LLC



Ginnie Baker, MS, CFP® I 15 YRS

Beaird Harris Wealth Management



Kathy Diduch, CFP® I 15 YRS

East Texas Wealth Planning Advisors, Inc.

A. Andra Grava, CLU, RHU I 10 YRS

The DI Center

Amanda Sasko, CFP® I 5 YRS

Strata Wealth Advisors

*Anniversaries are listed in 5 year increments with the exception of 20 years and higher which will be listed by year.

Job Seekers

Take the first step and update your resume/CV on the FPA of DFW Career Center

Here are 3 reasons why you should update your resume/CV even if you're not actively looking for a job.

1. Capture achievements while they're fresh

2. Be ready for unexpected opportunities

3. Reflect on career progress and goals

Employers

The FPA of DFW Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.

Hot Tips:

• Let us know if you post a job and we will link it on our website - free member benefit!
• You can also browse resumes from potential candidates (we have some live now!)

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