How We Did It

To compile our list of the top financial planners, we asked every CFP in the Dallas-Fort Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.

Gary Ahr
AHR Financial Group

Lance Alston
JWA Financial Group Inc.

Todd Amacher
Robertson, Griege & Thoele

Robert Berg
Carter Financial Management

Glenn A. Bishop
GA Bishop and Associates

Ashley Davis Blanchette
Robertson, Griege & Thoele

Steve Blankenship
Heritage Financial Planning

Kalita Beck Blessing
Quest Capital Management Inc.

Erin T. Botsford
The Botsford Group

Caleb Brown
Strategic Financial Planning

David Brunson
Lifeway Financial Corporation

Larry Burgess
Helmsman Financial Partners

Michael W. Busch
Vogel Financial Advisors

Dennis Carpenter
International Wealth Management

Bill Carter
Carter Financial Management

Bryan Clintsman
Clintsman Financial Planning

Guy Cumbie
Cumbie Advisory Services Inc.

Christopher Currin
Pegasus Advisors

Dave Diesslin
Diesslin & Associates Inc.

Michael A. Domingo
Cadence Financial Advisors

Patrick Dougherty
Dougherty Wealth Management

Mary H. Durie
Quest Capital Management, Inc.

Jaime Galvan
Spectrum Strategies

Frannie Gardner
Ayres Financial Group

John Gay
Frisco Financial Planning

M. DeLene Gilbert
Gilbert Financial Services

Alan Goldfarb
Weaver and Tidwell Financial Advisors

Kevin Grant
Higginbotham & Associates

Mark Griege
Robertson, Griege & Thoele

Ricky Grunden
Grunden Financial Advisory Inc.

Patty Hammond
Carter Financial Management

Ryan W. Huey
Perryman Financial
Advisory Inc.

Diana Jenkins
Kemple Capital

Richard Joyner
Tolleson Wealth Management

Glenda D. Kemple
Kemple Capital

Joy D. Kirsch
Kirsch & Associates

John A. Kvale
J.K. Financial Inc.

Richard Lee
Lee Financial

Bryan Lee
Strategic Financial Planning

Patte Lee
Merrill Lynch

Brent Little
Odyssey Wealth Management

Steven M. Lugar
BHCO Capital Management Inc.

Kevin W. Margolis
Strategic Financial Management Group

Dan Mauck 
Clintsman Financial Planning

Mark McClanahan
Robertson, Griege & Thoele

Thomas McIntire
Carter Financial Management

Martin Mesecke
Self Worth Financial Planning

Gary Morris
Morris Financial Services

Kathy Muldoon
Carter Financial Management

Luisa Nemati
Weaver and Tidwell Financial Advisors

Colleen M. O’Donnell
Lincoln Financial Advisors

Matt Paladini
Paladini Financial Management

Dianna Parker
Lincoln Financial Advisors

Bill Perryman
Perryman Financial
Advisory Inc.

Jimmy Perryman
Perryman Financial
Advisory Inc.

Barbara Saunders
Saunders & Associates

Tara Scottino
Carter Financial Management

Shashin Shah
SGS Wealth Management

Roger Shake
Legacy Consulting Group

Bob Stowe
Stowe Financial Planning

Viktor Szucs
Quest Capital Management Inc.

Darrell Tate
Tate Financial Group

Trudy Turner
Robertson, Griege & Thoele

James N. Whiddon
JWA Financial Group Inc.

Christie Williams
Lee Financial

Mario Yngerto
Genesis Wealth Management

Chris S. Young
Quest Capital Management Inc.

E.W. “Woody” Young
Quest Capital Management Inc.