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FPA Members Celebrating Anniversaries

Friday, November 1, 2019  
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Congratulations on your significant milestone with the Financial Planning Association! You are a valuable member of our association and we greatly appreciate your membership.

 

 

NOVEMBER & DECEMBER ANNIVERSARIES 

   

 

35 YEARS

Pamela Ahlers, CFP® - Ahlers & Stoll, PC

  

 

25 YEARS

Steven Orr - Orr Financial Group

Brien Smith, CFP® - Traditions Wealth Advisors



20 YEARS

Brett Carleton, CFP® - Heritage Wealth Management

Gregory Hermes, CFP®, CPA/PFS - KMH Wealth Management, LLC

William Jameson, CFP® - WJ Interests, LLC



15 YEARS

Patricia Gerould, CFP®

Judy Lullo, CFP® - Lullo & Associates, LLC

Don McCurdy - Independent Financial Planning

Michael Parmet, CFP® - MRZ CPA's & Financial Planners 


5 YEARS

Robert Bard, CFP® - Fidelity Investments

Vivecca Hartman, CFP® - Fayez Sarofim & Co.

Matthew Prucha, CFP® - Edward Jones

 

 

 

 

 

 

 

 

 

 

 

 


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