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FPA Houston Chapter Meeting - CFP Ethics Course @ Karbach
Event Details

Registration List: FPA Houston Chapter Meeting - CFP Ethics Course @ Karbach

Jennifer Alberding
Franklin Templeton
RSVP Comments: N/A
Attending: Yes
Joan C. Alford
Dolphin Financial Advisors
RSVP Comments: N/A
Attending: Yes
Gilbert Araiza
Frost BAnk
RSVP Comments: N/A
Attending: Yes
Bobby Arenivas
Mercer Advisors
RSVP Comments: N/A
Attending: Yes
Leah Auricchio
All Reverse of Texas
RSVP Comments: N/A
Attending: Yes
jitendra b.doshi
apb inc
RSVP Comments: N/A
Attending: Yes
Debra Balsaver
Morgan Stanley
RSVP Comments: N/A
Attending: Yes
Patricia Barrett
Lifetime Planning, LLC
RSVP Comments: N/A
Attending: Yes
BRIAN J. BERGERON
BERGERON WEALTH MGMT CO LLC
RSVP Comments: N/A
Attending: Yes
David Bergeron
Bergeron Susman & Co LC
RSVP Comments: N/A
Attending: Yes
Ashwin Bhatt
H. D. Vest Financial Services
RSVP Comments: N/A
Attending: Yes
Dean Boebinger
Strategic Financial Concepts, LLC
RSVP Comments: N/A
Attending: Yes
Gary Brand
RSVP Comments: N/A
Attending: Yes
Kenton Braun
RSVP Comments: N/A
Attending: Yes
Christy Brown
Capitas Financial
RSVP Comments: N/A
Attending: Yes
Matthew Caire
Houston Trust Company
RSVP Comments: N/A
Attending: Yes
Cole Campbell
The Advocates
RSVP Comments: N/A
Attending: Yes
Cameron Capriotti
RSVP Comments: N/A
Attending: Yes
Douglas Carroll
SMS Capital Management
RSVP Comments: N/A
Attending: Yes
P. Mitchell Clark
MitchellClark & Company
RSVP Comments: N/A
Attending: Yes
Heidi Davis
Linscomb & Williams
RSVP Comments: N/A
Attending: Yes
Skyler Denny
Financial Synergies Wealth Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Rajesh Desai
Wells Fargo Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Robert Dwyer
Waterway Wealth Management
RSVP Comments: N/A
Attending: Yes
Marc Enzi
Tax Solutions-Trusted Globally
RSVP Comments: N/A
Attending: Yes
Keith Fenstad
Tanglewood Total Wealth Management, Inc.
RSVP Comments: N/A
Attending: Yes
Robert Frater
Houston Asset Management Inc
RSVP Comments: N/A
Attending: Yes
Adam Frinsco
The Advocates
RSVP Comments: N/A
Attending: Yes
Andrew Gardener
Tanglewood Legacy Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Patricia Gerould
Zions Bancorporation
RSVP Comments: N/A
Attending: Yes
Michelle Gessner
Gessner Wealth Strategies, LLC
RSVP Comments: N/A
Attending: Yes
Jacquelyn Girling
Westwood Wealth Management
RSVP Comments: N/A
Attending: Yes
Randall Grace
Chilton Capital Management
RSVP Comments: N/A
Attending: Yes
Richard Grbac
Strategic Advisory Services, LLC
RSVP Comments: N/A
Attending: Yes
Diane Grieb
RSVP Comments: N/A
Attending: Yes
Jeff Gubala
Westwood
RSVP Comments: N/A
Attending: Yes
Rachel Gummattira
Callahan Advisors, LLC
RSVP Comments: N/A
Attending: Yes
David Hailey
Paragon Financial Advsiors
RSVP Comments: N/A
Attending: Yes
Rowdy Hakes
MitchellClark & Company
RSVP Comments: N/A
Attending: Yes
Roma Hampton
Fayez Sarofim & Co.
RSVP Comments: N/A
Attending: Yes
Vivecca Hartman
Fayez Sarofim & Co.
RSVP Comments: N/A
Attending: Yes
Catherine Hawn
Zone 7 Financial Services, LLC
RSVP Comments: N/A
Attending: Yes
Carlos Hernandez
Mercer Advisors
RSVP Comments: N/A
Attending: Yes
Juan G HernandezAriano
WealthCreate
RSVP Comments: N/A
Attending: Yes
Heath Hightower
Financial Synergies Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Karen Ho
Nationwide Financial Network
RSVP Comments: N/A
Attending: Yes
Victor Hong
RSVP Comments: N/A
Attending: Yes
Geordie Hrdlicka
Verde Wealth Group
RSVP Comments: N/A
Attending: Yes
Yonghui Huang
Stavis & Cohen Financial
RSVP Comments: N/A
Attending: Yes
Jeffrey Ivy
Vestis Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Brooke Jackson
Neal Financial Group
RSVP Comments: N/A
Attending: Yes
Danielle Johnson
Creative Planning
RSVP Comments: N/A
Attending: Yes
Jeremy Joiner
Strategic Advisory Services, L.L.C.
RSVP Comments: N/A
Attending: Yes
Karen King
Karen Hook King, CPA
RSVP Comments: N/A
Attending: Yes
John Landers
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
William G Lee
Vinson & Elkins L. L. P,
RSVP Comments: N/A
Attending: Yes
Nat Levy
TLC Wealth Management, Inc.
RSVP Comments: N/A
Attending: Yes
Mary Lyons
CIS Wealth Management Group
RSVP Comments: N/A
Attending: Yes
John MacDonald
JMac Financial Planning & Investment Services PLLC
RSVP Comments: N/A
Attending: Yes
Frank Marrone
Clarity Financial
RSVP Comments: N/A
Attending: Yes
Morgan Marx
Synergy Financial Solutions
RSVP Comments: N/A
Attending: Yes
James McCurdy
Independent Financial Planning
RSVP Comments: N/A
Attending: Yes
Jason McGarraugh
Neal Financial Group
RSVP Comments: N/A
Attending: Yes
Larry Melton
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
Ricardo Mihaly
Icon Wealth Partners
RSVP Comments: N/A
Attending: Yes
Brad Miksek
Innovative Portfolios LLC
RSVP Comments: N/A
Attending: Yes
Sarah Mizell
Valued Retirements
RSVP Comments: N/A
Attending: Yes
Jessica Nagengast
Weitz Investment Management
RSVP Comments: N/A
Attending: Yes
Jillian Nel
Legacy Asset Management
RSVP Comments: N/A
Attending: Yes
Kevin Nelson
Financial Synergies Wealth Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Charles Newton
Newton, Newton, Downs & Blair, P.C.
RSVP Comments: N/A
Attending: Yes
Paul Palmer
The Advocates
RSVP Comments: N/A
Attending: Yes
Don Pannell
DP Capital Management, Inc.
RSVP Comments: N/A
Attending: Yes
Michael Parmet
Baker Tilley, CPA's and Financial Planners
RSVP Comments: N/A
Attending: Yes
Daniel Perdue
RSVP Comments: N/A
Attending: Yes
Shannon Pike
Tanglewood Legacy Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Kelli Pluta
RSVP Comments: N/A
Attending: Yes
Allan Riggs
RSVP Comments: N/A
Attending: Yes
Richard Rosso
RIA Advisors
RSVP Comments: N/A
Attending: Yes
Mitchell Rubin
ProWealth One
RSVP Comments: N/A
Attending: Yes
Michael Ryan
United Capital
RSVP Comments: N/A
Attending: Yes
Amar Saati
JP Morgan
RSVP Comments: N/A
Attending: Yes
Ana Maria Salas
Randy C. Gillespie & Associates
RSVP Comments: N/A
Attending: Yes
Alfred Sanders
VALUED RETIREMENTS
RSVP Comments: N/A
Attending: Yes
Marc Schindler
Pivot Point Advisors
RSVP Comments: N/A
Attending: Yes
Drew Schlotter
MitchellClark & Company
RSVP Comments: N/A
Attending: Yes
Randall Schroeder
Ronald Blue Trust
RSVP Comments: N/A
Attending: Yes
Erandathi Shaw
Tanglewood Legacy Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Jeffrey Shkolnick
Texas Advantage Ins Brokerage
RSVP Comments: N/A
Attending: Yes
CHRISTOPHER SIMMONS
Allegiance Bank
RSVP Comments: N/A
Attending: Yes
Brien Smith
Traditions Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Melissa Snell
Franklin Templeton
RSVP Comments: N/A
Attending: Yes
Loyd Stegent
CPAdvisers
RSVP Comments: N/A
Attending: Yes
Clint Stuckey
Allianz Life
RSVP Comments: N/A
Attending: Yes
Sunny Tang
SilverOak Financial Grp, Ltd.
RSVP Comments: N/A
Attending: Yes
Royce Thompson
ROYCE THOMPSON, CPA/PFS, CFP
RSVP Comments: N/A
Attending: Yes
Taylor Thorne
Fidelity Investments
RSVP Comments: N/A
Attending: Yes
Susan Travis
Mercer Advisors/Kanaly Trust
RSVP Comments: N/A
Attending: Yes
Gail Van Nest
RSVP Comments: N/A
Attending: Yes
Les Vicain
Primerica Advisors
RSVP Comments: N/A
Attending: Yes
David Wanja
Westwood Wealth Management
RSVP Comments: N/A
Attending: Yes
Noel Welsh
Houston Asset Management, Inc.
RSVP Comments: N/A
Attending: Yes
Sandra White
United Capital
RSVP Comments: N/A
Attending: Yes
Tom Williams
Westwood Trust
RSVP Comments: N/A
Attending: Yes
George Williams
Linscomb & Williams
RSVP Comments: N/A
Attending: Yes
Vicki Wood
Financial Support Services, LLC
RSVP Comments: N/A
Attending: Yes
Carolyn Woosley
RSVP Comments: N/A
Attending: Yes
more Calendar

1/1/2019 » 3/27/2019
2019 FPA Houston Season Ticket Application

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