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 October & November! 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 Fall filled with networking and growth!

October 1: 21st Annual FPA DFW Honors Awards

October 8: FPA DFW Chapter Meeting (Dallas)

October 9: FPA DFW West Texas Happy Hour (Lubbock) October 14-18: FPA DFW Virtual Career Week October 17: FPA DFW & TXCPA Thirsty Thursday Happy Hour November 12: FPA DFW Chapter Meeting (Fort Worth) Coming soon! November 14: 2nd Annual FPA DFW Pickleball Tournament (Grapevine) November 19: FPA DFW Sponsor Appreciation Event (By invitation)

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP®, and Mike Zarrelli, CFP®, EA, navigate you through the lives of the next generation of financial planners. Join us as we uncover the personal journeys, triumphs, and challenges of emerging professionals in financial planning. Whether you're just starting out, a career changer, or a seasoned planner, find inspiration and valuable insights in this podcast.

We are excited to announce that FPA Retreat 2025 is scheduled to take place at the Hilton Chicago Oak Brook Resort and Conference Center from April 28-30, 2025. This beautiful 150-acre estate features the Audubon-certified 18-hole Willow Crest Golf Club. The resort offers a lakefront outdoor pool, tennis, basketball, and volleyball courts, a spa, two golf simulators, and various restaurants. Registration is now open with special early bird pricing, so make plans to join us in Chicago next April!

If you were unable to attend FPA NexGen Gathering in August, you missed out on an incredible event! Make sure to mark your calendars for FPA NexGen Gathering 2025, which will take place at the Hilton Orlando Lake Buena Vista from August 26-28, 2025. This fantastic property is an Official Walt Disney World Hotel, and attendees will get to enjoy exclusive Disney benefits, including direct access to Disney Springs. Early bird registration for FPA NexGen Gathering is now open, offering significant savings, so be sure to register now!

Congratulations to the distinguished recipients of the 2024 FPA DFW Honors Awards. Your dedication and hard work have truly set you apart, and it is a privilege to recognize your outstanding contributions to our community. This event was not only a celebration of your achievements but also a gathering of support and camaraderie among peers. We are grateful to everyone who attended and made this occasion memorable. Your presence added to the joy of the evening, reflecting the spirit of collaboration and excellence within our profession.

2024 Honors Award I Christie Williams, CFP® I Lee Financial 2024 Young Guns Award I Greg Lanier, CFP® I Buckingham Strategic Wealth 2024 Chairman's Award I Dr. Mark Evers, Ph.D., CFP®, CRPC® I University of North Texas

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.

49 YEARS

Mark Bass, CFP®, CPA, AIF®

Pennington, Bass & Associates

41 YEARS

Bill Perryman, CPA, CFP®

Perryman Financial Advisory

34 YEARS

E. Kim Dignum, CFP®

Dignum Financial Partners

27 YEARS

Michael Evans, CFP®, CSA

Legacy Group

Greg Krewson

Equitable Advisors, LLC

26 YEARS

Oscar Barr, CFP®

Barr Financial Group

Bryan Clintsman, CFP®

Buckingham Strategic Wealth

Patrick Dougherty, MBA, CFP®, AEP® WPWealth

Dottie Durband

Texas Tech University

Sharon Luker, MBA, CLTC®

Luker Insurance Strategies

25 YEARS

Ricky Grunden, CFP®

Grunden Financial Advisory, Inc.

24 YEARS

Melissa Brennan, CFP®

ARS Private Wealth

Cyndy Montgomery, CFP®, CPA, MBA

Strata Wealth Advisors

22 YEARS

Monte Ferguson, CFP®, ChFC®, AIF®

Pivotal Financial Advisors, LLC

Jimmy Perryman, CFP®

Perryman Financial Advisory

19 YEARS

Chandler Ferguson, CFP®

Mercer Advisors

18 YEARS

Nic Gibson, CFP®

Lee Financial

Eric Schuster

First Command Financial Planning

17 YEARS

David Blaylock, CFP®

Origin

Dallas McKee, CFP®, CDFA®

Lifeway Financial Corporation

Carleen Pirro, CFP®

Frost Bank

16 YEARS

Amanda Lott, CFP®, CRC

J.P. Morgan Private Bank

Justin Luddeke, CFP®

Lee Financial

15 YEARS

Lacey Garcia, CFP®

BackOffice Resources, LLC

14 YEARS

Nancy Gatens, CFP®

Gatens Financial, LLC

Kyle Imhof, CFP®

Buckingham Strategic Wealth

Bryan Lee, CFP®, MBA

Strategic Financial Planning, Inc.

13 YEARS

Susan Sylvest, AIF®

Murphy & Sylvest

12 YEARS

Carl Larimore, CFP®

Mercer Advisors

11 YEARS

Mike Babcock, CFP®, RLP®

Azure Sky Financial Life Planning, LLC

Katie Brewer, CFP®

Your Richest Life

Anderson Brooks, CPFA®

Investment Services Center



Wade Chessman, CFP®

Chessman Wealth Strategies

Thomas Gajdalo, CFP®

Axxecess Wealth Management

Will Goodson, CFP®

Financial Strategies Wealth Advisors

Kane Houston, CFP®

Ameriprise Financial Services, LLC

Emily Swerdlow, CFP®, CDFA®

HFS Wealth Management

10 YEARS

Matthew Bungo, CFP®, CWS®

Charles Schwab & Co., Inc.

Byron Nelson, CFP®

Ronald Blue & Company

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