FPA Houston

Summer 2017 Newsletter

The FPA Houston Newsletter has a NEW look!

We hope you will find the new FPA Houston Newsletter more modern and user friendly. If you have feedback or content you would like to share, let us know: execdir@fpahouston.org.

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FPA NexGen Gathering

This past June, some of our board members and I attended NexGen Gathering in Chicago, IL event with over 130 attendees. Gathering was inspirational, reenergizing, and most of all encouraging. Being a part of the Nexgen community has been a huge part of my success thus far in my professional journey. The biggest topic discussed in this year’s conference was the future of NexGen and being able to give back to the profession.


On That Note! We need you!! We have all been enjoying the great events and support of the NexGen community but we need more people to assist with the continuation of the FPA Houston Nexgen Community.


We are looking for committee members for the Houston chapter. The time commitment is 2-3 hours per month unless there is a major event happening. We are looking for participation from both nexgen members and those over the age of 36.


If you are interested in being a part of the future of financial planning, here is your chance! Contact Jennifer Pritchard, FPA Houston NexGen Director, with your interest Jen.pritchard93@gmail.com.

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Welcome New Members!

View National FPA's Your Membership Advantage Discounts!

Sonny Blanchard, CPA - Heritage Wealth Management
Douglas Carroll

Greg Falzone, CIMA®, CRPC®, AIF® - Encompass Advisory Services
Cindy Jorgenson, CFP®
Peter Parlapiano, CFP® - Franklin Parlapiano Turner & Welch
Ivelina Pavlova-Stout, CFP®
Elec Presnell
Kevin Roth, CFP®, CEPA, CM&AA - Clarus Wealth Group
Drew Schlotter
Doug Thorpe - HomeBridge Financial Services

Congratulations on Your Member Anniversary!

25 Years

Keith Huff, CFP®, CPA/PFS, CLU - Lakeshore Wealth Advisors, LLC


20 Years

Shelley Hawkins, CFP® - Four Seasons Financial Planning, Inc.
Donnie Roberts, CFP® - Westwood Trust


15 Years

Lori Klein, CFP®, CPA/PFS, CGMA, MS - Klein Wealth Management, LP

Robert Rexford, CFP® - Rexford Capital, Inc.

Eric Snow, CFP® - AXA Advisors, LLC

Jon Speight, CFP® - Speight Asset Management, LLC

Kristian Taylor, CFP® - Houston Asset Management, Inc.


5 Years

Gary Brand, CFP®
Christopher Rawson, CFP® - Vision Based Planning, LLC

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Thank you to our 2017 Platinum, Gold & Silver Partners!

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