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.

A Message from the 2025 FPA DFW President

Happy New Year, fellow FPA Dallas/Fort Worth Members! I am excited to step into the role of president for our chapter in 2025 and look forward to all we have planned. 


We are fortunate to be part of such an engaged and vibrant community, one that continues to grow and excel in advancing our mission. Together, we remain committed to fostering excellence in financial planning and promoting the value of the CFP® designation. Let’s make this year one of continued progress and success!


Thanks to your dedication to FPA DFW, we enjoyed another successful year. We kicked off the year with our largest-ever FPA DFW Conference, setting an inspiring tone for the months to come. Throughout the year, we hosted engaging chapter meetings, organized memorable ballpark events, and created valuable networking opportunities through our Allied Professionals. We also expanded our Career Development offerings and saw continued growth and enthusiasm within our NexGen community. Our Honors Awards dinner was another standout event, bringing together and celebrating the outstanding leaders in our industry. As we look to the year ahead, we’re excited to mix things up as we try a different setup and approach to some of our offerings.


I’m excited to share that our membership numbers are stronger than ever, making us the largest chapter in the FPA. While this growth is an incredible achievement, the true measure of our success is the value we provide for our members and the active engagement within our financial planning community. Your ideas and feedback are crucial to shaping our future. Please don’t hesitate to reach out to me or any member of the 2025 FPA DFW Board to share your thoughts and suggestions. Your involvement is what makes our chapter thrive.


I encourage every member to take full advantage of the opportunities available at both the local and national levels. Consider contributing your skills and time by joining committees, supporting our pro-bono initiatives, or stepping into a leadership role within the FPA Dallas/Fort Worth Board. Your involvement makes a meaningful impact and helps strengthen our community.


A sincere thank you to our Corporate Partners for their steadfast support, which enables us to offer high-quality programs and events throughout the year. Their contributions make these events possible, and we are truly grateful for their partnership. Whenever you have the opportunity, I encourage our members to consider our Corporate Partners as a valuable resource and a key part of our community.


I would like to express my heartfelt gratitude to our extraordinary Executive Director, Melisa Hall, the FPA DFW Board of Directors, and all the dedicated members whose time and energy continue to shape and strengthen our chapter. Your contributions are invaluable, and together, we enhance and elevate our chapter.

Cheers to a successful and fulfilling 2025 for all of you!


With appreciation,


Lacey

Lacey Garcia, CFP® 2025 FPA DFW President

president@fpadfw.org

Elevate Your Financial Planning Practice at the

2025 FPA DFW Conference

Are you a financial planning professional eager to enhance your expertise and connect with industry leaders? The 2025 FPA DFW Conference is your gateway to a wealth of knowledge and networking opportunities. Scheduled for February 13, 2025, 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 2025 FPA DFW Conference!

Learn More and Sign Up

FPA Open Enrollment Period Starts February 1, 2025

Learn about how these plans can protect you and your employees by

signing up for the educational webinar  

FPA offers a suite of competitive insurance plans including short- & long-term disability, business overhead, group health plans and more to members and their employees.  

Learn about the available plans and the February open enrollment period by registering for the February 13th or February 18th webinar here.

 

Additional information including product information, FAQs and premium calculators is available here.

Learn more and sign up for the educational webinar
Download the FPA Benefit Summary Handbook

We have an great line up of events planned for 2025! Visit the online calendar and save the dates. Many more events are being planned - look for additional events coming soon!

FPA DFW Online Calendar

23rd Annual FPA DFW Ballpark Event March 27, 2025

Learn more and sign up

Gaining Influence: Maximizing FPA MediaSource in Your Business

Learn more and sign up

Join Us in Chicago for FPA Retreat 2025

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!

Learn More

Unlock Magical Savings for FPA NexGen Gathering 2025

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!

Learn More

With the public awareness campaign’s media strategy guaranteed to generate at least 1.3 billion impressions, now is a great time for CFP® professionals to create or update your “Find a CFP® Professional” profile on LetsMakeAPlan.org. Our recent consumer research found that it is important to include a photo in your profile. Consumers viewed profiles with a photo as more trustworthy, and they were more likely to contact CFP® professionals who provided a photo.

 

If you are not currently featured on the tool, you can log into your CFP Board account today to review how to be included. If you are already featured and want to review your information, you can log into your directory profile in your CFP Board account to review and make any update.

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 43 YRS

Maxwell Financial Services, Inc.


Gerald Baker I 41 YRS

Baker Financial Services


Allen Dogger, CFP® I 41 YRS

UBS Financial Services, Inc.


Richie Lee, CFP®. CFA I 41 YRS

Lee Financial


MaryAnn Davis I 30 YRS

First Western Securities


Thomas Murphy, CFP® I 30 YRS

Murphy & Sylvest


Rick Ochterbeck, CFP® I 30 YRS

Ameriprise Financial Services


John McCuistion, CFP® I 25 YRS

JMA Financial Advisors, Inc.


Kami Bedford, CFP® I 20 YRS

PlainsCapital Bank


Guy Church, CFP® I 20 YRS

Ameriprise Financial Services


Dave Holland, CFP® I 15 YRS

Optimum Investment Advisors


Amin Kotadia, CPA, P.C. I 15 YRS


Scott Schlegel, CFP®, CPA I 15 YRS

SchlegelDunn, LLC


Steven Schlegel, CFP®, CPA I 15 YRS

Commonwealth Financial Network

Adrienne Anthony, CFP® I 10 YRS

Lee Financial


Sarah Asebedo, CFP® I 10 YRS

Texas Tech


Kyle Gardner, CRPC®, AAMS®, AWMA® I 10 YRS

Tennyson Advisory Group


Patrick Wallace, CFP® I 10 YRS

Higher Strata Wealth Management


Clay Jinks I 5 YRS

Buckingham Strategic Wealth


Susy Thomas, CFP® I 5 YRS


Jerome Villella, CFP, CFA I 5 YRS

JP Morgan Securities, Inc.


*Anniversaries are listed in 5 year increments with the exception of 25 years and higher which will be listed by year.

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!

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.

VISIT OUR CAREER CENTER

For information about Sit Mutual Funds, please contact:

Conner Murnighan

fcm@sitinvest.com

312-550-5809

P.S. Don't be fooled by my Chicago area code...I moved to Dallas in 2022!

The Latest Journal of Financial Planning Now Available


FPA Members can now access the January 2025 issue of the Journal of Financial Planning to learn about flood insurance, navigating IRMAA, anticipating upcoming tax policies, building your network, maximizing video on your website, soothing anxious clients, flexible estate planning, mitigating cyber threats, building trust through effective intersession communication, and much more. Access the latest issue of the Journal now

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