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Members Celebrating Anniversaries

Tuesday, August 1, 2017  
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Members Celebrating Anniversaries in August & September 2017

 

25 Years

  

Keith Huff, CFP®, CPA/PLS, 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/PLS, 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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