Q4 2016

Newsletter2017 FPA Events

Chapter MeetingsJanuary 27, 2017

March 21, 2017

June 6, 2017

September 12, 2017

November 7, 2017

Fort Worth Chapter Meetings will

be scheduled in June & October

DFW NexGen Events!See what’s coming up…fpadfw.org/events

FPA National Events

FPA RetreatApril 24-27, 2017Braselton, GA

FPA Annual ConferenceOctober 2-4, 2017Nashville, TN

2017 FPA DFW Financial Planning SymposiumMay 10-11, 2017Irving Convention Center

FPA Dallas/Fort Worth

FPA Dallas/Fort Worth

13th Annual Career Day

Crowne Plaza Hotel - 14315 Midway Road - Addison, TX 75001

Career Day is a full day of networking and interviews. Our mission is to help candidates get employment opportunities to further their career goals and, at the same time, help employers find their next Star to add value to their firm. There is no better opportunity for you to get signif-icant face time with numerous prospective employers/employees, network with the FPA DFW chapter members, and further the profession’s brightest minds. There are many chances throughout the day for networking and ad hoc interviews.

Important details and deadlines for all participants@ www.fpadfw.org/event/CareerDay2017

The first FPA DFW chapter meeting of 2017 will also be held on Friday, January 27, in con-junction with the FPA Career Day. Details can be found online at www.fpadfw.org. This is always one of our largest (200+) and most popular events each year….plan to join us for a full day of education, career development, and networking with other professionals. This is a FPA event you will not want to miss!

The FPA Dallas/Fort Worth Financial Planning Conference is now a

full 2 day event! This national level conference is designed for all fi-

nancial planning industry professionals. More than 25 educational

sessions will be available.

This premier Conference has a national reputation for providing

knowledgeable inspiring speakers and excellent networking opportuni-

ties for the more than 300 financial professionals who attend. Attend-

ees will have the opportunity to meet face-to-face with leading

industry professionals and visit with over 30 event exhibitors.

Highlights to include:

Top speakers in the nation! Industry expert keynote and

breakout presentations on financial planning topics across all

areas

Over 30 companies in the exhibit hall displaying the latest

products and resources to support your practice

A flexible schedule that allows you to customize your learning

experience based on your needs and schedule

Regarded as one of the best financial conferences in the

country….and it’s right in your own backyard

Continuing education credits for CFP, CPA, CIMA, TDI &

NAPFA

Networking with top financial planners and industry vendors

for new friendships and partnerships!

2017 Symposium…A tradition like no other

FPA DFW Financial Planning SymposiumIrving Convention Center l May 10-11, 2017

Bob McTeer - Former Dallas Federal Reserve President; CNBC Contributor

Michael Kitces - Pinnacle Advisory Group / Nerd’s Eye View

Carolyn McClanahan - Life Planning Partners

Alan Moore - XY Planning Network

Shannon Pike - FPA National President

Bill Winterberg - FPPad

Guest Speakers

2017 FPA DFW Board ElectedThe slate of candidates proposed to serve as the officers and directors of the Financial

Planning Association of DFW for 2017 was recently elected by the chapter members as

follows. FPA DFW wishes to thank each of these individuals for their willingness to serve

our organization and wish them well as they assume their roles in 2017.

2017 FPA DALLAS/FORT WORTH BOARD OF DIRECTORS

ChairmanRett Dean, CFP®, EARiverchase Financial Planning, LLC

PresidentBrandon Ratzlaff, CFP®Cypress Point Wealth Management

President ElectDusty Wallace, J.D., CFP®Lee Financial Corporation

SecretaryDallas McKee, CFP®Lifeway Financial Corporation

TreasurerTaylor Steele, CFP®, CLU, AIF, EACadent Capital, LLC

Membership DirectorBill Dendy, CFP®Elite Financial Management

Education/Programs DirectorTyler Russell, CFP®Carter Financial Management

Symposium DirectorJennifer Calvi, CFP®Quest Capital Management

Corporate Partnership DirectorJoel Berg, CFP®Carter Financial Management

Technology DirectorTim Reyes, MBA, MPMQuest Capital Management

Pro Bono DirectorJaime Boyles, CFP®Lee Financial Corporation

Career Development DirectorLouis Harbour, CFP®Pension Planning Consultants

Allied Professionals DirectorGinnie Baker, CFP®, MSBeaird Harris Wealth Management

Public Relations DirectorCrystal Billing, CFP®SFMG Wealth Advisors

Advocacy DirectorPhilip Floyd, CFP®BKD Wealth Advisors

Allied Professionals Director

Ben Briggs, CFP®Tolleson Wealth Management

2nd Annual FPA DFWSponsor of the Year

Congratulations to BOK

Financial Advisor Trust

Services / Bank of Texas

for being selected by the

FPA membership as our

2016 Sponsor of the Year.

We look forward to our

partnership with you for

many years to come and

we appreciate your support

of the DFW chapter.

FPA DFW wishes you a

joyous Thanksgiving and a

Happy Holiday Season!

FPA Dallas/Fort Worth 

14th Annual Honors Awards

Financial Planning week is the time of year when we take the op-portunity to recognize Financial Planners in our communities who have a lifelong commitment to the financial planning profession and to the Financial Planning Association of Dallas/Fort Worth.

Each year it becomes more and more difficult to narrow down the awards to just one person. To us, this means that we have sev-eral individuals that are consistently going above and beyond in their career, their community, and within the organization.

FPA DFW would like to congratulate and recognize the 2016 Honors Award Recipients. The awards were presented at the Honors Dinner on October 4, at the Belo Mansion in Dallas.

Honors Award Thomas McIntire, CFP®,

CLU®, CFACadent Capital, LLC

Chairman’s Award E.W. Woody Young, CFP®Quest Capital Management

Young Guns Award Taylor Steele, CFP®,

CLU®, AIF®, EA Cadent Capital, LLC

FPA Annual ConferenceBE Nashville 2017

October 2-4, 2017FPA Member Savings of $400Use Promo Code BEM@BE17

Discount Expires December 31, 2016!http://fpa-be.org/register-2017/

FPA DFW Past President’s Annual Meeting

Every October a group of FPA DFW past president’s meetings to discuss the direction and future of our chapter. The DFW continues to grow and has had tremendous success over the years and we thank all of these individuals for their leadership of our chapter. A special gratitude also goes out to all of the past presidents of the IAFP and ICFP, prior to the FPA.

FPA DFW Past Presidents, since 2000:

2000 Tom McIntire, CFP®

2001 Dennis Carpenter, CFP®

2002 Bryan Lee, CFP®, MBA

2003 Michael Busch, CFP®, CPA

2004 Viktor Szucs, CFP®

2005 Bryan Clintsman, CFP®

2006 Trudy Turner, CFP®, CPA

2007 Kevin Grant, CFP®, CLU, ChFC

2008 Mario Yngerto, CFP®

2009 Mark McClanahan, CFP®

2010 Tara Scottino, CFP®

2011 Monte Ferguson, CFP®, ChFC

2012 Cliff Layfield, CIC, ARM

2013 Dan Mauck, CFP®

2014 Jonathan Meaney, CFP®

2015 Dennis Moore, CFP®

Current FPA DFW Presidents

2016 Rett Dean, CFP®

Future FPA DFW Presidents

2017 Brandon Ratzlaff, CFP®

2018 Dusty Wallace, J.D., CFP®

Jordan Allen, CFP® - Guidestone Financial Resrouces

James Aughenbaugh

Daniel Cazac, CFP® - Texas Made Wealth, LLC

Matthew Covellli - Robertson, Griege & Thoele

Laura Cunion - RGT Wealth Advisors

Scott Dial, DIA - Guardian Life Insurance Co. of America

Tyler Downing - RLC Wealth Management

David Downs, CFP® - Downs Fischer Financial

Thomas Gentry - S2K Financial

Brandon Gibson, CFP® - Gibson Wealth Management

Elizabeth Holland, CFP®

Alesha Isaacs, CFP®

Richard Kash - Cedar Capital, LLC

Benjamin McBride, CFP® - Cadent Capital, LLC

Shane Miller, CFP®, CRPS® - Whitley Penn Financial

Joshua Miller

Tyler Nace, CFP®

Daniel Naylor, CFP®

Kelsey Norton, CFP® - Heritage Financial Planning

Andrew Overby

Terry Parham, CFP®, ChFC - First Command

Matt Powers, CFP® - Frontier Investment Management Co.

Tim Reyes, MBA, MPM - Quest Capital Management, Inc.

Douglas Roberts - GuideStone Financial Resources

Cynthia Ruiz

Deidre Sanborn - Deirdre Sanborn & Associates

Jeff Sears - Oakview Capital Management

David Sims, CFP®, MBA, AAMS® - Principal Financial Group

Jeff Stewart

Dick Stone - Stone Financial

Gregory Storgaard

Nidhi Talati

Smitha Thomas, CFP® - Sancus Wealth Management

Stephen Trousdale - Buckingham Asset Management

Jeff Wealthers, CFP® - GuideStone Financial Resources

Welcome New Members!

PresidentRett Dean, CFP®, EA

Chairman/Past PresidentDennis Moore, CFP®

President ElectBrandon Ratzlaff, CFP® TreasurerCrystal Billing, CFP®

SecretaryDallas McKee, CFP®

Public Relations DirectorThomas Murphy, CFP®

Membership DirectorWilliam (Bill) Dendy, CFP®

Education DirectorTyler Russell, CFP®

Corporate Partnership DirectorJoel Berg, CFP®

Advocacy DirectorPhilip Floyd, CFP®

Pro-Bono DirectorJaime Boyles, CFP®

Career Development /NexGen Dir.Jennifer Calvi, CFP®

Special Events DirectorJarrod Upton, CFP®, MBA, MS

Technology DirectorTim Reyes, MBA, MPM

Allied Professionals DirectorTaylor Steele, CFP®, CLU, AIF

Executive DirectorMelisa HallStrategic Association Management

Finance ManagerVicki Stone

Office StaffDebbie Rynas

FPA Member AnniversariesCongratulations to the following Dallas/Fort Worth Chapter members who

are celebrating significant FPA Membership Anniversaries in...

OCTOBER l NOVEMBER l DECEMBER

35 Years

Mark Henderson, CFP®Asset Preservation Group, Inc.

Joan PeurifoyFinancial Network Investment Corp.

25 Years

Donald Laseter, CFP®Financial Consulting Services

Robert Rothe, CFP®Wealth Management Group, LLC

20 Years

David Ackerman, CFP®, CFAAckerman Capital Management

Kevin Caldwell, CFP®Shamrock Asset Management

Darrell Tate, CFP®Tate Financial Group, LLC

15 Years

A. Wayne Cranfill, CFP®, CSACranfill & Associates Wealth Management

M. DeLene Gilbert, CFP®, CLU, ChFC, CLTCEvos Financial

John Kvale, CFP®, CFAJ.K. Financial, Inc.

Kevin Margolis, CPA/PFSSFMG Wealth Advisors

Cheri Measom, CFP®, MBA, EARaymond James

Mark Opdahl, CFP®, CPA

Nancy Phillips, CFP®, CPANancy K. Phillips, P.C.

Larry RoseR/F Financial Group

10 Years Jennifer Calvi, CFP®Quest Capital Management, Inc.

Stephen Falk, CFP®Westbrooks Dugger & Westbrooks

Michael Fox, CFP®Redstone Investments

Nic Gibson, CFP®Lee Financial Corporation

Scott Schlegel, CFP®, CPACommonwealth Financial Network

5 Years Danny Boyce, CFP®Lee Financial Corporation

Meredith Lee, CFP®Lee Financial Corporation

Helen Stephens, CFP®, EAAspen Wealth Management

Dennis WigantWigant & Associates

Thank You to our 2016

FPA DFW Corporate Partners

Platinum Level Partners

Gold Level Partners

Silver Level Partners

Double Platinum PartnerWisdomTree Asset Management