FPA Dallas/Fort Worth

Fall 2017 Newsletter


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The 14th Annual FPA DFW Career Day will be held Friday, January 26, 2018, at the Crowne Plaza Hotel in Addison in conjunction with the FPA DFW Chapter Meeting.

What is Career Day?

Career Day is a full day of networking and interviews. Our mission is to help candidates get employment opportunities to further their career goals and, at the same time, help employers find their next Star to add value to their firm. There is no better opportunity for you to get significant face time with numerous prospective employers/employees, network with the FPA DFW chapter members, and further the profession’s brightest minds. There are many chances throughout the day for networking and ad hoc interviews.

Would you like to interview potential candidates? Send your contact information and level of interest to CareerDay@fpadfw.org no later than TUESDAY DECEMBER 19, 2017.

RSVP at your earliest convenience as spots are limited.

For a list of full details, requirements and deadlines, visit: http://www.fpadfw.org/page/CareerDay


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2017 FPA Honors Awards

On October 11th the FPA DFW Honors Award, Chairman's Award, and Young Gun Award were presented at the Park City Club to three outstanding individuals in the today's profession during the 15th Annual Awards Gala. This year's Honors Award was presented to Mr. Thomas Murphy, CFP®, AIF; Murphy & Sylvest. The FPA DFW Chairman's Award was presented to Dr. Nathan Harness; Director of Financial Planning at Texas A&M University. The DFW Young Guns Award was presented to Ms. Ginnie Baker, MS, CFP®; Beaird Harris Wealth Management. Congratulations to all three winners on your well deserved awards and recognition.


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2017 FPA Scholarships

Congratulations to the 2017 Scholarship Award Winners.

Pamela Yip Memorial Scholarship: Cynthia Mogensen; received AA in General studies from Lonestar College in 2009; obtained/currently enrolled in University of Houston, BBA Finance, PFP Track; has been working at Harman Wealth Management in The Woodlands, TX.

FPA DFW Professional Development Merit Scholarship: Kaylyn Adams from Texas Tech University PFP and Joshua Ortiz from Texas Tech University PFP.

Peggy Everson, CFP® Memorial Merit Scholarship: Victoria Gibbs from Texas Tech University PFP

Dennis Carpenter, CFP® Merit Scholarship: Robert Reay from Texas Tech University PFP

Quest Capital Management Merit Scholarship in Honor of E.W. "Woody" Young, CFP®: David Tenerelli from University of Michigan in 2008;Financial Planner at Strategic Financial Planning in Plano, TX; University of Georgia Terry College of Business CFP Program.

Keir CFP® Prep Course: Joshua Ortiz from Texas Tech University PFP


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FPA Members in the Media!

FPA DFW has a group of members who have successfully completed the media training requirements and are often quoted in news media outlets, including CNBC, Dallas Morning News, CNNMoney.com, FinancialAdvisorIQ.com, InvestmentNews.com, Financia-Planning.com, Investopiedia.com, and more. Learn more about how to become a part of this group by attending the in person media training session in February 2018. http://bit.ly/2z8yt9p

2017 Dallas Morning News, NBC, Telemundo Hotline

2017 'Ask a CFP' Hotline with the Dallas Morning News, NBC DFW, and Telemundo - October 5, 2017The following articles are part of a series of stories ahead of the October 5, 2017 financial planning hotline organized by the Dallas Morning News and the Financial Planning Association of Dallas/Fort Worth. This year we partnered with KXAS-TV (NBC 5) and its sister station, Telemundo 39, and our Spanish-language newspaper, Al Dia.

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Congratulations to Dennis Moore, CFP® of Quest Capital Management, Inc. for being named to the National Board of Directors of the Financial Planning Association! We wish him well in this new leadership role.


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Welcome New Members!

View National FPA's Your Membership Advantage Discounts!

Daniel Becker, CFP® - Red Oak Financial Group

Jeffrey Burkholder

Joe Chairez, CFP®

Andrew Crim
Ryan Dignum, CFP

Paul Haines - BOK Financial Advisors

Cindy Hanes - North Texas Community Foundation

David Hirschfield
Edmund Job
Ross Morrow - Howard Financial Services, Ltd.
Kemon Neal
William Ohakam - TD Ameritrade
Nicholas Peiffer - Russell Investments

Lacy Pritchard
Stephanie Sammons, CFP®
- Sammons Wealth Management
Joe Scoggin
Susan Sturdivant, Ph.D., ISA, CAPP - Highland Park Appraisals & Estate Sales
Richard Talbot
George Townsend, CFP®® - Consillum Wealth Advisory, LLC

Elizabeth Whitteberry, CFA®, CFP®, AIF® - BP Wealth Advisors

Cyle Zimmerman

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Refer New Members. Lower Your Dues. Help Grow FPA.

Through FPA’s Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn how when you refer a member between September 1 and December 31, 2017, your rewards will double!

FPA DFW members who refer a NEW member before December 31, 2017 will also be entered into a drawing to win a FREE CRUISE! CLICK HERE FOR DETAILS

Congratulations on Your Member Anniversary!

35 Years

Dulany Howland, CFP® - G. Dulany Howland Advisory Corporation
Lynne Luby, CFP®, CIMC - Luby & Associates

25 Years
Dana Pingenot, CFP®, CLU - Lee Financial Corporation

William Rosenthal, CFP®, ChFC, CRC, CFS - Rosenthal Retirement Planning, LP

20 Years

Michael Evans, CFP®, CSA - Legacy Group

Gregory Krewson - AXA Advisors, LLC

Susan Schildt, CFP® - Stratford Consulting

Gerald Pierce, CFP® - Edward Jones

15 Years

John Moore, CFP® - Northwestern Mutual
Gregory Morgan, CFP® - SFMG Wealth Advisors

Joseph Nolan, CFP® - RGT Wealth Advisors

Jimmy Perryman, CFP® - Perryman Financial Advisory, Inc.

10 Years

Laura High, CFP® - RBC Wealth Management

William Johnston - First Command Financial Planning, Inc.

Dallas McKee, CFP® - Lifeway Financial Corporation (FPA DFW Secretary)
Mark Phalen, CFP® - Southwest Insurance Services, Inc.

Scott Spiker - First Command Financial Planning, Inc.

5 Years

Carl Larimore, CFP® - Mercer Advisors
Scott Parker, AAMS® - Charles Schwab & Co., Inc.



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Texas A&M University – Commerce will host their 2nd Annual Financial Planning Day on November 10th. This event is centered around education and encourages students to network with professionals and learn more about the profession of financial planning and there is NO COST to attend. Sign up today at: https://goo.gl/Nc8wEw. REGISTRATION IS EXTENDED THROUGH TUESDAY, 11/7 AT 5:00 PM.


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FPA Retreat 2017 Recorded Sessions Now Available

We’re excited to announce the FPA Retreat 2017 conference recordings are now available. Don’t miss this opportunity to view cutting edge content and earn continuing education (CE) credits. Access the FPA Retreat 2017 sessions now!

We hope to see you at next year's event and encourage you to register for FPA Retreat 2018, returning to the Wigwam in Phoenix, April 23-26, 2018.


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

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