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2018 Corporate Partners
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Members of FPA Houston are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. 


If you would like more information about becoming a Partner, read over our 2019 FPA HOUSTON CORPORATE PARTNERSHIP PACKAGE .  It includes information on the tiers, benefits and pricing.  For more information contact FPA Houston at

 Double Platinum Corporate Partner

Cary Michael Cox & Chris Kelso
HomeTown Lenders - The Kelso Group
(713) 355-7100


Speed, Service & Satisfaction is Our Motto. Reverse Mortgage, Jumbo, Conventional, FHA/VA, Interest-Only, Doctor Programs, Non-Warrantable Condominiums and Other Specialty Programs  - all your lending needs in one office. Our ethos is to treat every client Professionally, Respectfully, Fairly, and Honestly.




 Platinum Corporate Partners






 Jeff Shkolnick, CFP® 
Eleanor Cooke, CSA
Texas Advantage Insurance Brokerage
Carrie Ousley
Hub International Personal Insurance
(832) 681-5020
Lori Cykala
Rice University







Oliver Gooden, CFA®

Steben & Company, Inc.
(313) 402-4566



 Jeff Gubala
Westwood Funds
(214) 756-6377
 Shannon Mosher
PurePoint Financial
(281) 836-9376





 Steven "Chuck" Bates
Bridgeway Capital Management
(832) 204-8212

 Stuart Momehlman
CNL Securities


 Gold Corporate Partners





 Eugene Elgnor, ChFC

Ivy Investments
(703) 300-8103

 Nicole E. Benz
DPL Financial Partners
(502) 242-8925
 Carrie George, CIMA®
Allianz Global Investors
(404) 904-9800

 Silver Corporate Partners






Bryan Griffin
Harbor Funds
(617) 603-6312

  Patrick McShay

Fidelity Investments
(713) 622-6358


 Melissa Snell, CIMA, AIF &
Bryan Sullivan
Franklin Templeton
   Joe Foley
First Trust Portfolios
Eric Pickens, CFP®, CIMA®
Vanguard Financial Advisor Services
(214) 763-9979




Jennifer Alberding
William Blair
 Hannah Hut
Dimensional Fund Advisors, LP
Brian J. Wilson
New York Life/MainStay Investments





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