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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

NexGen Retreat (Dallas/Fort Worth Area)

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