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Members Celebrating Anniversaries

Monday, May 1, 2017  
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Members Celebrating Anniversaries in May, June, July 2017

 

20 Years

  

Scott Swanson, CFP® - Swanson Vann of Raymond James

 

 

20 Years

  

William Christian, J.D., CFP® - Capital Financial Planning Group

 

William Maxey, CFP®

 

Dennis Stavinoha, CFP®, CLU, ChFC - Dennis Stavinoha, Inc.

 

 

15 Years


Cole Campbell, CFP® - The Advocates

 

William Frisco, CFP® - Morgan Stanley

 

Geordie Hrdlicka, CFP® - Verde Wealth Group

 

Daniel Kroll

 

Shannon Pike, CFP® - Tanglewood Legacy Advisors, LLC



 

10 Years


Melisa Hall,  FPA Houston Executive Director

 

Jeff Kacal, CFP® - Mercer Advisors

Cynthia McMorran, CFP® 

Kaitlin Yardley, CFP® - Schaeffer Financial



5 Years


Lauren Rich, CFP® - Linscomb & Williams

 

 

 





more Calendar

8/19/2017
NexGen Retreat (Dallas/Fort Worth Area)

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