Happy New Year, esteemed FPA Dallas/Fort Worth members! I am thrilled to step into the role of president for our chapter in 2024. We have had many incredible presidents lead our organization, and I am eager to contribute to the continued success of our vibrant financial planning community. Our chapter is fortunate to have an active and thriving community dedicated to the pursuit of excellence in financial planning and the promotion of the value associated with the CFP® designation.

Thanks to your commitment to FPA DFW, we had another successful year. We kicked off the year with the terrific FPA DFW Conference, which set a positive tone for the months ahead. Throughout the year, we hosted chapter meetings, organized the ballpark events with the World Series Champion, Texas Rangers, facilitated networking opportunities through our Allied Professionals, increased our Career Development offerings, and witnessed ongoing expansion and engagement within our NexGen community. Additionally, we hosted the Honors Awards dinner. It was one of highest attended awards banquets we have had in years. Building on these triumphs, we look forward to introducing new programs and opportunities for our members in the upcoming year.

I am pleased to share that our membership numbers are strong, and we continue to be one of the largest chapters in the FPA. While the numbers are significant, the true measure of our success lies in ensuring that our members derive genuine value from their association and actively participate in our financial planning community. Your ideas and interests are invaluable; please reach out to me or any member of the 2024 FPA DFW Board to share them. 

I encourage each member to explore the offerings at both the local and national levels and consider contributing your talents and time by joining committees, supporting our pro-bono initiatives, or taking on leadership roles within the FPA Dallas/Fort Worth Board. Some of the greatest friendships that I have come from my participation in FPA DFW events. It has enriched my life in ways I would never have expected. 

A heartfelt thank you goes out to our Corporate Partners for their unwavering support, enabling us to deliver high-quality programs and events. The many events that we put on throughout the year would not be possible without their contributions. When possible, I encourage our members to consider our Corporate Partners as a valuable resource.

I extend my gratitude to our outstanding Executive Director, Melisa Hall, the FPA DFW Board of Directors, and all the dedicated members who contribute their time and energy to shape our chapter.

Warm Regards,

Dallas McKee, CFP®, CDFA®

Lifeway Financial Corporation

2024 FPA DFW President

FPA offers a suite of competitive insurance plans including short- & long-term disability, business overhead, group health plans and more to members and their employees.  

Learn about the available plans and the February open enrollment period by registering for a February 6 webinar here.

Additional information including product information, FAQs and premium calculators is available here

We are excited to announce the sixteen members of the 2024 FPA Dallas/Fort Worth Board of Directors. We are grateful for their commitment to our organization and for leading the way and we want to recognize and thank them for their service. We are confident that under their guidance, our organization will continue to thrive. Congratulations to the 2024 board members. Thanks for all you do to make FPA DFW great!

Dallas McKee, CFP®, CDFA® - 2024 President

Sean Kelleher, CFP®, EA - Chair/Past President

Lacey Garcia, CFP® - President Elect

Melissa Brennan, CFP® - Secretary

Adrienne Anthony, CFP® - Treasurer

Stephen Bodwell, CFP®, CPA/PFS - Membership

Joel Berg, CFP® - Corporate Partnerships

Jason Loveless - Allied Professionals

Chad Nulty, CFP® - Advocacy

Madison Wallace, CFP® - NexGen

Stefan Simpson, AIF®, IACCP® - Technology

Greg Lanier, CFP® - Career Development

Tyler Young, CFP®, CFA, CPA - Public Relations

Wes Shannon, CFP® - Pro Bono

Caleb Brian, CFP® - Education

Devin DeLapp, CFP®, CDFA® - Special Events

2024 FPA DFW Conference Keynote Speakers

Robert Powell, CFP®, RMA®

Editor & Publisher I Retirement Daily on TheStreet

Helping Advisors Reimagine Retirement Planning

Peter Perkins

Partner & Global Investment Strategist I MRB Partners

5 Keys for Investment Success in 2024 and Beyond

Julie Littlechild

Founder & CEO I Absolute Engagement

Age, Fear & Uncertainty:

How the Client Mindset is Changing the Client Experience

Time is running out! Online registration ends Feb. 8th

This is your chance to join us for a conference filled with informative sessions, exciting networking opportunities, and fun social events. Don't miss out on the chance to learn from top industry experts and connect with your peers in the financial planning profession. Don't miss your chance to register! Be sure to sign up now to secure your spot. We look forward to seeing you at the 2024 FPA DFW Conference.

Membership is better with friends! The FPA referral program is a golden opportunity for your chapter Members to share the love and be rewarded. Referring members receive $25 for each new CFP^® Professional or Allied Professional Member and $10 for each new aspiring financial planner or academic Member. Once the referred Member joins, a promo code is provided to the referring Member during their next renewal period. Learn more. 

FYI – look for changes to the FPA Website My Account/Profile section in the coming days. This section has been redesigned to offer better functionality, usability, and streamline information collection from Members and prospective Members.  

42 YEARS

Kay Maxwell, CFP®

Maxwell Financial Services, Inc.

40 YEARS

Gerald Baker

Baker Financial Services

Allen Dogger, CFP®

UBS Financial Services, Inc.

30 YEARS

Braxton Comer, CFP®

Bragg Comer Financial Advisors, LLC

25 YEARS

Trudy Turner, CPA/PFS, CFP®, CPWA®

Goldman Sachs Personal Financial Management

20 YEARS

Ashley Parks, CFP®

Martin Financial Group

15 YEARS

Debra Brennan Tagg, CFP®

BFS Advisory Group

10 YEARS

Gary Coats, CFP®

GuideStone Funds

Candace Scholz, CFP®, MS, MHA

Aspen Wealth Management

5 YEARS

Abbey Davis, CFP®

Strata Wealth Advisors, LLC

Spenser Liszt, CFP®, CCFC

Motif Planning

Brandon Gibson, CFP®

Gibson Wealth Management

Join us for FPA Retreat 2024 from May 6-9 at the picturesque Loews Ventana Canyon Resort in Tucson, Arizona. You’ll participate in an extraordinary journey that will inspire fresh perspectives and challenge conventional norms. If you're excited about being part of an inventive and future-focused community, then FPA Retreat 2024 is just for you. Register by January 29 to take advantage of special early bird pricing—the lowest possible registration rate you’ll find!

Save now on your registration with special early bird pricing!

Job Seekers

Take the first step and submit your resume on the FPA of Dallas/Fort Worth Career Center. Be ready for that next opportunity!

Employers

Niche job boards, like the FPA of Dallas/Fort Worth Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.

FPA Members Get Complimentary Access to TIFIN Wealth

We were excited to announce a new partnership recently with TIFIN Wealth to support the growth of independent financial planners by providing access to TIFIN’s personalized investment platform at no cost for FPA members who manage under $100M in AUM. This member benefit aims to empower FPA members with cutting-edge tools and resources to better serve their clients while making innovative investment technology more accessible. Learn more now!

Elevate your fashion game with the latest and greatest in FPA-branded apparel! The FPA Merchandise Store offers a range of FPA-themed gifts and accessories that are sure to impress. From stylish clothing to premium notebooks and bags, the FPA Merchandise Store is just a click away. Our online platform ensures a seamless shopping experience, allowing you to browse and purchase your favorite items from the comfort of your home or office. Check out all that’s available in the FPA Merchandise Store. 

2024 FPA DFW Platinum Partners

2024 FPA DFW Gold Partners

2024 FPA DFW Silver Partners