The Best Financial Planners in Dallas
* To read the story, The Money Makers, by Dawn McMullian, please click “next” at the bottom of the page.
How We Did It: To compile our list of the top financial planners in Dallas-Fort Worth, we mailed ballots to 1,000 Certified Financial Planners and asked them to nominate five individuals they would recommend to their own family members. For a ballot to count, each CFP had to nominate two financial planners outside his company and three financial planners either inside or outside his company. We did not allow self-nominations. And though the balloting was limited only to CFPs, the awards were not. The voters could choose respected financial planners from any of the various professional certifications.
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Gary Ahr, ChFC, CLU Sagemark Consulting |
Lance Alston, CFP JWA Financial Group |
Gerald Baker, CLU, CFC Baker Financial Services |
Jeff Bellinghausen, CFP American Express Financial Advisors Bellinghausen & Associates |
Robert H. Berg, CFP Carter Financial Management |
Steve Blankenship, CFP Heritage Financial Planning |
Erin Botsford, CFP, CRPC Lincoln Financial Advisors |
Mike Busch, CFP Vogel Financial Advisors |
Dennis Carpenter, CFP International Wealth Management |
Holly Carroccio, CFP HFG Advisors |
Bill Carter, CFP Carter Financial Management |
Bryan Clintsman, CFP Clintsman Financial Planning |
Jonathan Cott, CFP AXA Advisors |
Guy Cumbie, CFP Cumbie Advisory Services |
Dave Diesslin, CFP Diesslin & Associates |
Carol Doerr, CFP, CPA Kemple Capital |
Patrick Dougherty, MBA Wells Fargo |
David Downs, CFP AXA Advisors |
Mary Durie, CFP Quest Capital Management |
Wendy S. Edwards, CFP JP Morgan Investments |
Charles R. Elhoff, CFP, ChFC, CLU Elhoff Financial Counseling |
Bobby “Chip” Eubank, CFP Eubank Financial Group |
Barry Evans, CFP, CFA Southwest Strategies |
Jaime Galvan, CFP Spectrum Strategies |
Bill Gammill Stonebriar Financial Group |
Frances Gardner, CFP Ayres Financial Group |
Greg Gardner, CFP The Gardner Group |
Alan Goldfarb, CFP Weaver and Tidwell Financial Advisors |
Craig Greenway, CFP Southwest Strategies |
Mark Griege, CFP Robertson, Griege, Thole |
Joan Gruber, CFP JM Gruber Advisors |
Patty Hammond, CFP Carter Financial Management |
Jeff Holler, CFP The Capital Chart Room |
Dulany Howland, CFP G. Dulany Howland Advisory |
Ryan Huey, CFP Perryman Financial Advisory |
Michael Jarvis, CFP AXA Advisors |
Diana Jenkins, CFP First Horizon Investment & Insurance Services |
Barry Johnson, CFP Johnson Financial Group |
Sarah E. Johnson, CFP, CPA HFG Advisors |
Richard Joyner, CFP, CPA, CIMA Tolleson Private WealthManagement |
Glenda D. Kemple, CFP, CPA Kemple Capital |
Hilary L. Kent, CFP, CRPC Lincoln Financial Advisors |
Greg Krewson, CFP AXA Advisors |
Carl Kunhardt, CFP Quest Capital Management |
John A. Kvale, CFA, CFP JK Financial |
Chris Leap, CFP American Express Financial Advisors |
Bryan Lee, CFP Strategic Financial Planning |
Charles C. Lee, CFP American Express Financial Advisors |
Richard Lee, CFP Lee Financial Corp. |
Pat Lium, CFP Fortune Financial Services |
Brenda Mahon, ChFC, CLU, AEP Lincoln Financial Advisors |
Kevin W. Margolis, CPA, PFS Strategic Financial Management Group |
Dan Mauck, CFP Clintsman Financial Planning |
Kalita McCarthy, CFP Quest Capital Management |
Lynn B. McIntire, CFP, CLU First Horizon Investment &Insurance Services |
Tom McIntire, CFP Carter Financial Management |
Jeff McNaughton, CFP AXA Advisors |
Sher Miller, CPA Sher Miller Financial Services |
Christopher Moino, CFP Smith Barney |
Cyndy Montgomery, CFP, CPA, MBA Lincoln Financial Advisors |
Greg Morgan, CFP Strategic Management Group |
Gary Morris, CFP Morris Financial Services |
Kathy Muldoon, CFP Carter Financial Management |
Colleen M. O’Donnell, CFP, CSA Lincoln Financial Advisors |
Larry Ohlen, CFP AXA Advisors |
Bill Perryman, CFP, CPA Perryman Financial Advisory |
Jimmy Perryman, CFP Perryman Financial Advisory |
Dana Pingenot, CFP Lee Financial Corp. |
J. Michael Reppert, CFP, CSA Spectrum Strategies |
Eddie Rodriguez, CFP Lee Financial Corp. |
Barbara Saunders, CFP Saunders & Associates |
Jeff Schuetts, CFP LPL Financial |
Tara Scottino, CFP Carter Financial Management |
Roger Shake, CFP Legacy Consulting Group |
Bob Stowe, CFP Stowe Financial Planning |
Viktor Szucs, CFP Quest Capital Management |
Trudy Turner, CFP Rench & Muir Financial Advisors |
Steven G. Wachs, CFP Legacy Consulting Group |
Doug Wakefield, CFP, MS Generations Advisors |
David W. White Strategic Financial Management Group |
Christie Williams, CFP Lee Financial Corp. |
Damon Wykrent, CFP Saunders & Associates |
Christopher Young, CFP Quest Capital Management |
Penny Young, CFP Robertson, Griege & Thoele |