How We Did It: D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 938 votes were cast, and 301 individuals were nominated. Of these, 90 were selected.
Kay Allen
Allen Wealth Advisors
817-500-0014
Lance Alston
New Dimensions Wealth Management LLC
972-972-8565
Todd R. Amacher
Corient
214-360-7000
Michael Anderson
True North Advisors
214-360-7300
Jenny Armstrong
Lee Financial
972-960-1001
Ginnie Baker
Beaird Harris Wealth Management
972-383-0506
Tyler Beeson
WPA Family Office & Private Wealth LLC
214-945-0888
Gretchen Behnke
Pearl Financial Planning
972-696-9733
Joel Berg
Carter Financial Management
214-363-4200
Crystal Billing
SFMG Wealth Advisors
972-674-2567
Ryan Blair
SFMG Wealth Advisors
972-960-6460
Steven Blankenship
Heritage Financial Planning
214-446-2100
Jaime Boyles
Lee Financial
972-960-1001
Melissa Brennan
ARS Private Wealth
214-558-0228
Katie Brewer
Your Richest Life
469-708-7975
Bryan Clintsman
Buckingham Strategic Wealth
817-410-8200
Jennifer Cook
Cypress Point Wealth Management
214-736-8887
Rob Cox
Mercer Advisors
214-378-2224
Emma Cramm
Cadent Capital LLC
972-441-4554
Nathan W. Davis
Aspen Wealth Management
817-546-6353
Rett Dean
Riverchase Wealth Management
972-471-9013
Devin DeLapp
SFMG Wealth Advisors
972-960-6460
Patrick Dougherty
Dougherty Wealth Management
214-550-8989
David Dryden
Insight Wealth Partners LLC
972-543-4800
Dustin Eldridge
TEAM Private Wealth Management
214-507-0326
David Faulkner
Spectrum Advisors
972-931-3700
Tyler Floyd
SFMG Wealth Advisors
972-960-6460
Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572
Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571
Allison G. Geiger
Heritage Financial Planning
214-446-2100
Jen Grant
Perryman Financial Advisory
972-770-4800
Craig Greenway
SFMG Wealth Advisors
972-960-6460
Cassie Guerrero
Corient
214-360-7000
Josh Hargrove
Insight Wealth Partners LLC
972-543-4800
Stephen T. Hart
Generational Wealth Advisors
972-378-1795
Craig Hausz
CMH Wealth Management
214-692-5878
Aaron Hays
Carter Financial Management
214-363-4200
Krista Hinton
Corient
214-360-7000
Ryan Huey
RoseRock Wealth Management LLC
214-220-8989
Kyle Imhof
Buckingham Strategic Wealth
817-410-8200
Bryan Jackson
Beacon Pointe Advisors
214-954-1900
Ben Jones
Wave Wealth Management
972-954-4100
Albi Kacani
HFS Wealth Management
214-346-0785
Jean Keener
Keener Financial Planning
817-993-0401
Sean Kelleher
Riverchase Wealth Management
972-471-9013
Casey Kupper
Cadent Capital LLC
972-777-4991
John Kvale
J.K. Financial Inc.
214-706-4300
Greg Lanier
Buckingham Strategic Wealth
817-410-8200
Carl Larimore
Mercer Advisors
877-799-4647
Bryan Lee
Strategic Financial Planning Inc.
972-403-1234
Dan Mauck
Lee Financial
972-960-1001
Laura Maxfield
Corient
214-360-7000
Mark McClanahan
Corient
214-360-7000
Dallas McKee
Lifeway Financial Corporation
972-378-3776
Jonathan Meaney
Carter Financial Management
214-363-4200
Hannah Moore
Guiding Wealth
214-810-3835
Kathleen Muldoon
Carter Financial Management
214-363-4200
Kelvin Murphy
Corient
214-360-7000
Thomas E. Murphy
Murphy & Sylvest Wealth Management
214-373-8362
Stephen Nelson
Mills Wealth Advisors
817-416-7300
Taylor Nipp
SFMG Wealth Advisors
972-960-6460
Ken Painter
Strata Wealth Advisors
214-420-7020
Bill Perryman
Perryman Financial Advisory
972-770-4800
Jimmy Perryman
Perryman Financial Advisory
972-770-4800
Keith A. Pillers
Ackerman Capital Management
214-361-5383
Dana Pingenot
Corient
214-360-7000
Shannon Pope
SFMG Wealth Advisors
972-960-6460
Patty Priddy
Keener Financial Planning
817-993-0401
Brandon Ratzlaff
Cypress Point Wealth Management
214-736-8887
Ryan Rayburn
Strategic Wealth Partners PLLC
972-361-3800
Mike Reppert
Spectrum Advisors
972-931-3700
Tyler Russell
Carter Financial Management
214-363-4200
Steven Schlegel
SchlegelDunn LLC
972-754-2693
Candace J. Scholz
Aspen Wealth Management
817-546-6353
Tara Scottino
True North Advisors
214-360-7300
Shashin Shah
SFMG Wealth Advisors
972-960-6460
Roger Shake
Legacy Consulting Group
972-599-4750
Matt Sibley
Messick Peacock & Associates
972-942-0584
Chad Smith
Heritage Financial Planning
214-446-2100
Taylor A. Steele
Cadent Capital LLC
972-441-4554
Helen B. Stephens
Aspen Wealth Management
817-546-6353
Bob Stowe
Avior Wealth Management
972-733-9959
Alex Taylor
Messick Peacock & Associates
972-942-0583
Chase Thomas
SFMG Wealth Advisors
972-960-6460
Trudy R. Turner
Goldman Sachs Personal Financial Management
972-441-8064
Jan Valecka
Valecka Wealth Management
972-899-1679
Steve Wachs
Legacy Consulting Group
972-599-4750
Dusty Wallace
Strata Wealth Advisors
214-420-7020
Ariel Webb
Goldman Sachs Ayco Personal Financial Management
972-701-1000
Christie Williams
Lee Financial
972-960-1001
