FPA Dallas/Fort Worth Bylaws - Amended 01-09-2024
FPA DFW Bylaws (PDF)
FPA Dallas/Fort Worth Board of Directors Roles & Responsibilities
Officers
President I Greg Lanier, CFP®, RLP I Focus Partners Wealth
President Elect I Adrienne Anthony, CFP® I Lee Financial
Chair I Lacey Garcia, CFP® I Lifeway Financial Corporation
Treasurer I Jason Loveless I JCL Solution Group
Secretary I Carson Wright, CFP® I Cypress Point Wealth Management
Directors
Advocacy I Chad Smith, CFP® I Heritage Financial Planning
Allied Professionals I Marissa Muro, CPRIA I USI Insurance Services
Career Development I Ben Jones, CFP® I Focus Partners Wealth
Corporate Partnerships I Joe Meylor, CFP® I Carter Financial Management
Education Spenser Sydow I Avantis Investors
Membership Stephen Bodwell, CFP®, CPA/PFS I Walnut Hill Wealth Management, LLC
NexGen I Shelby Henderson, CFP® I HFS Wealth Management
Pro Bono I Jan Valecka, CFP® I Valecka Wealth Management
Public Relations I Devin DeLapp, CFP®, CDFA® I SFMG Wealth Advisors
Special Events Brit Parten, FPQP, EA I Riverchase Wealth Management, LLC
Technology I Alex Nickerson, CFP® I Lee Financial
Executive Director I Melisa Hall I FPA Dallas/Fort Worth I FPA Puget Sound
