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.

The Financial Planning Association of Dallas/Fort Worth (FPA DFW) is proud to announce its 2026 Board of Directors. This accomplished group is comprised of 16 respected industry leaders representing 14 firms across the DFW metroplex, each bringing a wealth of experience, insight, and commitment to advancing the financial planning profession.

We are deeply grateful to these individuals for their willingness to serve and for the time, expertise, and leadership they contribute to our chapter. Their dedication plays a vital role in supporting our members, strengthening our professional community, and furthering the mission of FPA DFW.



We look forward to the guidance, collaboration, and innovation this board will provide throughout 2026, and we sincerely thank each director for their service and commitment to the continued success of the FPA DFW chapter.

Don’t Miss Out — Registration Closes Soon

Join us at the upcoming FPA DFW Conference, featuring industry thought leaders Michael Kitces and Carl Richards.

This premier event brings together financial planning professionals for timely insights, practical strategies, and meaningful connections you can put to work right away.

⏰ Less than one month away

🖥️ Online registration ends February 12th

Don’t miss your chance to learn from two of the most influential voices in financial planning.

• Register today and secure your spot.

FPA DFW Pro Bono Chapter is pleased to share our 2025 outreach:

🌟 415 Volunteer hours served

🌟 20 CFP Volunteers

🌟 9  Non-Profits served

We’d love to hear about your 2026 Pro Bono volunteer hours—be sure to share them with us! https://bit.ly/45RHD85

Thank you to all our Community Partners and dedicated FPA DFW Pro Bono Volunteers!!

The Gatehouse at Grapevine; The Family Place via Money W$ise curriculum; AARP - Tax Aide; RCCG House on the Rock Men's Conference; Homes For Our Troops; WINGS FOR WIDOWS; Dick Granger Ministries; Advisers Give Back; @Johnson Country Courts Financial Literacy Program.

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 January & February! 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.

Katherine Maxwell, CFP® I 44 YRS

Maxwell Financial Services, Inc.

Gerald Baker I 42 YRS

Baker Financial Services

Allen Dogger, CFP® I 42 YRS

UBS Consulting Services, Inc.

Richie Lee, CFP®, CFA I 42 YRS

Lee Financial Corporation

MaryAnn Davis I 31 YRS

First Western Securities

Thomas Murphy, CFP®, AIF® I 31 YRS

Murphy & Sylvest Wealth Management

Rick Ochterbeck, CFP® I 31 YRS

Ameriprise Financial Services, LLC

Russell Armstrong, CFP® I 28 YRS

Pence Financial

Trudy Turner, CFP®, CPA/PFS, CPWA®
27 YRS

United Capital Financial Advisors, LLC

Chris Troseth, CFP® I 25 YRS

The Watchman Group, Inc.

Mike Anderson, JD, CFP® I 24 YRS

True North Advisors

Steve Lugar, CFP® I 24 YRS

Beaird Harris

Shashin Shah, CFA, CFP® I 24 YRS

SFMG Wealth Advisors

Shane Sherwood, CFP®, ChFC®, CKA®
24 YRS

Ameriprise Financial Services, LLC

Jaime Boyles, CFP® I 23 YRS

Lee Financial Corporation

Gloria Bohannon, CRPC I 23 YRS

Herbert R. Smith & Company

Kami Bedford, CFP® I 21 YRS

PlainsCapital Bank

Guy Church, CFP®, APMA® I 21 YRS

Ameriprise Financial Services, LLC



Dan Farell, CFP®, CPA/PFS I 20 YRS

Farell Financial Advisory Services

Burk Rosenthal, CFP®, ChFC®, CRC, CFS
20 YRS

Beacon Pointe Advisors



Melissa May, CFP® I 15 YRS

GuideStone

Zach Reyes, CFP® I 15 YRS

Tyler Russell, CFP®, RICP® I 15 YRS

Carter Financial Management

Sergio Garcia, CFP®, EA I 10 YRS

Frontier Investments

Andrew Gardner, CFP® I 10 YRS

Gardner Wallace Financial Solutions, LLC

Jen Grant, CFP® I 10 YRS

Perryman Financial Advisory, LLC

Sam Saladino, CFP® I 10 YRS

Trinity Investment Management

James Sandfort, CFP® I 10 YRS

Rockefeller Capital Management

Ted Snow, CFP® I 10 YRS

Snow Financial Group, LLC

Kyle Wheeler, CFP® I 10 YRS

GuideStone Funds

Michele Bergeron, CFP® I 5 YRS

Lee Financial Corporation

Laura Brown I 5 YRS

Addington Financial Group

Linda Butler, CFP®, CEBS, CFEd I 5 YRS

Matthew Cardwell, CFP® I 5 YRS

GuideStone Funds

Ben Jones, CFP®, TPCP® I 5 YRS

Focus Partners Wealth

Alex Nickerson, CFP® I 5 YRS

Lee Financial Corporation

*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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Struggling to explain market uncertainty in a way that clients understand and trust? At FPA SHIFT™ 2026 (formerly FPA Retreat) April 20-22 at the stunning La Jolla Torrey Pines, legendary investor and Dimensional Fund Advisors Founder David Booth will show you how to transform your investment conversations so they resonate on a human level. In this keynote conversation, Life, Invested™, you’ll learn how to use real-life experiences to help clients feel calmer, more confident, and more aligned with their goals. You’ll walk away with practical language you can use immediately to deepen relationships and build trust.



Learn more and register today with an early bird rate!