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 Todd Amacher Robert Berg Glenn A. Bishop Ashley Davis Blanchette Steve Blankenship Kalita Beck Blessing Erin T. Botsford Caleb Brown David Brunson Larry Burgess Michael W. Busch Dennis Carpenter Bill Carter Bryan Clintsman Guy Cumbie | Christopher Currin Pegasus Advisors Dave Diesslin Michael A. Domingo Patrick Dougherty Mary H. Durie Jaime Galvan Frannie Gardner John Gay M. DeLene Gilbert Alan Goldfarb Kevin Grant Mark Griege Ricky Grunden Patty Hammond Ryan W. Huey Diana Jenkins Richard Joyner | Glenda D. Kemple Kemple Capital Joy D. Kirsch John A. Kvale Richard Lee Bryan Lee Patte Lee Brent Little Steven M. Lugar Kevin W. Margolis Dan Mauck Mark McClanahan Thomas McIntire Martin Mesecke Gary Morris Kathy Muldoon Luisa Nemati Colleen M. O’Donnell | Matt Paladini Paladini Financial Management Dianna Parker Bill Perryman Jimmy Perryman Barbara Saunders Tara Scottino Shashin Shah Roger Shake Bob Stowe Viktor Szucs Darrell Tate Trudy Turner James N. Whiddon Christie Williams Mario Yngerto Chris S. Young E.W. “Woody” Young |
