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FPA Members Celebrating Anniversaries

Tuesday, September 1, 2020  
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Congratulations on your significant milestone with the Financial Planning Association during the month of September. You are a valuable member of our association and we greatly appreciate your membership.



35 YEARS


Thomas Baird, CFP® - Veritas Wealth Management, LLC

 

Allen Neuenschwander, CPA, CFP® - Outlook Wealth Advisors, LLC

 

 

30 YEARS

Carl Vincent, CFP®

 

 

25 YEARS

Michael Misner, CFP®, CLU, ChFC, CMF - Ameriprise Financial Services,Inc.

  

 

20 YEARS

Becky Ruthven, CFP®

 

Peter Ip, CFP®, CTFA - Mercer Advisors

 

 

10 YEARS

Ray Fernandez, CPA/PFS, CFP®, CLU - Asset Management Advisors, Inc.

 


5 YEARS

Skyler Denny, CFP® - Financial Synergies Wealth Advisors

 

Shelitha Smodic, CFP® - Westwood Wealth Management
FPA Houston Pro Bono Director


 

 

 


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