FPA Houston

January 2018 Newsletter

A Letter from the 2018 FPA Houston President

2020 Vision: Future Leaders, Engaged Members, Long-Term Corporate Partnerships

Hello again, and welcome back from your holiday break. 2017 is in the books, and 2018 is a promising blank slate. When I look back at 2017 as President, I am proud of the accomplishments of our Board of Directors and our membership base. To name a few, we’ve created new venues for you share with other like-minded professional through our Advisor Exchanges and Women’s Lunch group, we completed our first ever Career Day event, and we helped lead the way in organizing a Hurricane Harvey Recovery Conference for all those affected. We have worked hard to focus our energy on our 2020 Vision, and we hope that you have noticed. Our Corporate Sponsors sure have, and we continue to encourage you to engage them, learn from them, and give them your time, as they are an integral part of how we all service our clients effectively, not to mention a large contributor to the chapter’s ongoing success. Last year I mentioned that 64% of our Board was comprised of NexGen! That percentage continues to increase, which is a large part in why we’ve decided to dedicate both more time and dollars to enhancing their membership experience going forward. We know that this cohort isn’t the current majority, but we also accept that it will be our future majority. This may sound a bit gruff at first reading, however, we believe that diversity inspires creativity and drives innovation, as well as provides greater opportunity for personal and professional growth. Actually, FPA National sums it up rather well: “FPA believes that diversity of its membership is critical to serving a diverse public, and is committed to helping create a world where everyone thrives and prospers.” We thank you for your continued acceptance of all members in an ever-changing world and profession. I’d be shortsighted if I didn’t see the other side of this argument, that if our current group of Board of Directors are mostly young, then how can this qualify as diversity? That’s why we need more of you. Yes you. The past leaders, the members who never have time, the silent objectors. We need your voice to help steer the ship, or I fear that the current majority’s voice will get blown about aimlessly in the wind, never to return to shore. Ultimately, this is a membership organization, and it’s only as good as the members involved want it to be. We continue to pledge our time and passion to this group, but would love for new voices to help chart our future! As a suggestion, some of our increased areas of focus that we’ll need help with are NexGen, Volunteer Recruitment, and more appealing professional/social events. If you’re not sure where to start, contact Juan Munoz (President-elect) or I, and we’ll be happy to discuss where your volunteer interests align with our roles and initiatives for 2018.

Adam: adam@youradvocates.com – 713-827-8014

Juan: jmunoz@thenoblegroup.com – 281-566-5732

All the best,

Adam Frinsco, CFP®, CMT
2018 FPA Houston President


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Highlights from the FPA Houston 2nd Annual Career Day

FPA of Houston held it's 2nd annual Career Day on January 11th. The event was a huge success and many great connections were made for both firms and candidates. We had 14 interviewing firms, 35+ great candidates, and 5 career coaches who were available to mentor the candidates throughout the day. Look for details to come out in late 2018 on how you can be a part of Career Day 2019!


2018 FPA Houston Events

Save these dates - great events are being planned for 2018!

View our online calendar for additional dates that we will be adding soon.

  • January 9th - Chapter Luncheon Meeting
  • January 26th - NexGen Lunch Series
  • February 15th - NexGen Happy Hour
  • March 6th - Chapter Luncheon Meeting
  • May 1st - Chapter Luncheon Meeting
  • June 26th - FPA Houston Financial Planning Symposium
  • August 14th - Half-Day CE Forum
  • September 11th - Chapter Luncheon Meeting
  • November 13th - Chapter Luncheon Meeting


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Save the Date! JUNE 26, 2018

FPA Houston Financial Planning Symposium

Save the date and plan to join us at the Junior League of Houston for the annual FPA Houston Symposium on June 26th. This event will feature industry leading speakers, CE credits, and timely topics. If your firm is interested in becoming a sponsor please email execdir@fpahouston.org for more information.


2018 Double Platinum Corporate Partner Spotlight

FPA of Houston is proud to have Fairway Mortgage, The Kelso Group, as our Double Platinum Corporate Partner for a second year in a row. Cary Michael Cox and Chris Kelso are available and happy to help with any mortgage needs that you or your client may have. http://www.fairwaykelsogroup.com/

Chris Kelso: 713-256-9138
Cary Cox: 713-806-0226

About Fairway Mortgage, The Kelso Group: Service. Speed. Satisfaction. That’s the Fairway way. Our experienced staff offers expertise in every area of mortgage lending – from purchase to refinance to construction. We have access to a full range of mortgage sources and all of our lending specialists are dedicated to finding the right loan with the best rates, terms and costs to meet your unique needs. But that’s just the beginning of our service. Throughout the lending process, we provide regular loan updates and progress reports so that you always know the status of your loan. And now it’s our pleasure to offer all of our exceptional mortgage services online. Not only do you have access to the best loans available in the marketplace, but you can also review loan alternatives, and even apply for your loan online at your convenience – 24 hours a day. We look forward to putting our mortgage service to work for you!


Only Weeks Left to Secure the Best Possible Price for FPA Retreat 2018

Early bird pricing for FPA Retreat 2018 (April 23-26) ends on January 29, 2018. The distinctive tradition, flavor and format of FPA Retreat are what truly separate the event from other financial conferences. Join us at The Wigwam, a beautiful property in Litchfield Park, AZ, to discover the perfect blend of relaxation and reinvigoration that has become a hallmark of the event. FPA members get an additional discount. Register now.

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Start Getting Media Attention Through FPA: Get Media Trained in 2018

The slate of 2018 All-Member Virtual Media Trainings have been set, so register today to take part. The complimentary trainings are open to all FPA members, but any CFP® professional member who attends will qualify to take part in FPA MediaSource where they can respond to reporter queries. Augment your visibility in 2018 with FPA!


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Access FPA member discounts for Group Dental & Vision, Group Long Term Disability, and Group Term Life. National FPA member log in required. CLICK HERE

Welcome New Members!

View National FPA's TOP 10 Membership Benefits & Discounts!

Chad Arnold, CFP® - TIAA
Heather Capps, CFP®

Cameron Capriotti - HFG Wealth Management
John Dunn- Cantor Fitzgerald
Carlos Egacila
Rachel Garza, CFP®
Freddy Garza, CFP®
Dan Kullman- Toews
Ricardo Mihaly, CFP® - Icon Wealth Partners
Cory Mizell- Valued Retirements

Nelson Muhoberac, CFP® - Wells Fargo

William Robertson- Wealth Covenant Group

Congratulations on Your January/February Member Anniversary!

35 Years

Linda Savoy - Savoy Investment Management, Inc.
Sandra White, CFP®, CFS - United Capital

20 Years

Byron Ellis, CFP®, CLU, ChFC, CRP - United Capital Financial Advisers
Royce Thompson, CFP®, CPA/PFS

20 Years

Anna Maria Jones, CFP® - Patriot Wealth Management
Richard Perkins, CFP® - Lincoln Financial Securities

Brian Smith, CFP® - Global Financial Partners

15 Years

Beth Eldridge, CFP® - Financial One
Catherine Hawn, CFP® - Zone 7 Financial Services, LLC

Shelly Lackey, CPA, CFP® - MetroNational Corp.
John Landers, CFP® - UBS Financial Services

D. Bryan Teel, CFP® - Sweetwater Financial Advisors, LLC

Gail Van Nest, CFP® - Bridgepoint Financial

Craig Wear, CFP® - Q3 Advisors, LLC

10 Years

Michael Andries, CFP® - mABC Investment Advisors, LLC
Alan Hill, CFP®, CPA - Waterhill Investments

Jeffrey Ivy, MBA, CFP® - Vestis Advisors, LLC
Wade Egmon, CFP®, CPA - Goodman Financial Corporation

5 Years

Gary Boudreaux

Christopher Bowman, CFP® - UBS Financial Services, Inc.

Stanley Pena, CFP®, CFS® - Ameriprise Financial

Jennifer Pritchard, CFP® - FIT Advisors

Robert Stuber - Lincoln Financial Advisors


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Are you connecting with your peers on FPA Connect?

Have questions about a planning issue? Need guidance from your peers on a critical business challenge? Well, look no further than the All-Member Open Forum on FPA Connect. This online community is bringing together thousands of our financial planning peers who are eager to share their thoughts and best practices on a wide variety of issues important to you. Access FPA Connect and the All-Member Open Forum today!



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