Leadership
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Andrew T. Gardener, CFP®
Chairman
Tanglewood Legacy Advisors, LLC
One Riverway.
Suite 1550
Houston, TX 77056
Office: 713.599.4999
Fax: 713.599.4989
agardener@family-cfo.com
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Cole Campbell, CFP®
President
Capstone Wealth Group
16618 Darby House St.
Cypress, TX 77429
Office: 832-251--5448
Fax: 832-251-2969
ccampbell2@metlife.com
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President Elect
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Joe Franco
Treasurer
UPS (Finance Manager)
6530 Point Clear Dr.
Houston, TX 77069
Office: 214.458.4631
Fax: 281.587.2660
jfups@sbcglobal.net
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Jason McGarraugh, CFP®
Public Relations Director
Neal Financial Group
1770 St. James Pl., Ste 360
Houston, TX 77056
Office: 713.880-5337
Fax: 713.880-5748
jason@nealfinancial.com
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Laura Rowley, CFP®
Government Relations Director
Kanaly Trust Company
5555 San Felipe, Suite 200
Houston, TX 77056
Office: 713.561-9373
Fax: 713-296-8520
lrowley@kanaly.com
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Kurt Box, CFP®, AIF, MS
Education Director
Cypress Advisory Services, Ltd.
820 Gessner Rd., Suite 1450
Houston, TX 77024
Office: 713.827.8014
Fax: 713.827.0493
kurt@cypressadvisory.com
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Ben Keel, III CFP®, ChFC, CFEd€
Membership Director
Financial & Insurance Consulting
800 Avenue C
Katy, TX 77493
Office: 281.392.2900
Fax: 281.392.1849
wbenkeeliii@royalaa.com
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Tara Bueno, AAMS
Corporate Partnership Director
Stephens Funds
3700 Buffalo Speedway, Suite 900
Houston, TX 77098
Office: 713.993.4234
Fax: 713.993.4250
tara.bueno@stephens.com
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James Barrett
Technology Director
Lifetime Planning, LLC
11903 Mile Dr.
Houston, TX 77065
Office: 713.498.6336
Fax: 281.596.7240
jnbar@comcast.net
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James (Don) McCurdy
Pro Bono/Foundation Director
Independent Financial Planning
15907 Laurelfield Dr.
Houston, TX 77059
Office: 281.280.8496
mccurdjd@hal-pc.org
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Clint Stuckey, CFP®, ChFC, CFS
Secretary
Allianz Life
26011 Redding Ridge Ln.
Katy, TX 77494
Office: 832.724.0017
Fax: 763.765.2834
clintstuckey@gmail.com
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Melisa L. Hall
Executive Director
Strategic Association Management
P.O. Box 261690
Plano, TX 75026-1690
Office: 713.518.1785
Fax: 972.747.0409
execdir@fpahouston.org
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Vicki Stone
Finance Manager
P.O. BOX 261690
Plano, TX 75026-1690
Office: 972.333.2535
Fax: 972.747.0409
vicki.stone@tx.rr.com
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