The FPA DFW Honors Awards recognize individuals who demonstrate commitment and passion in doing extraordinary work that contributes or gives back to the financial planning community.
We are excited to extend our invitation to you and your guests to attend the 20th Annual Honors Awards Banquet, which will be held on Tuesday, October 3rd. This event is a celebration of the financial planning profession and a recognition of the most influential people in the Dallas/Fort Worth metroplex. The Honors Awards Banquet is one of the most prestigious events in the financial planning industry, and we are honored to be presenting the highest honor that FPA DFW presents.
We encourage you to join us for this special occasion to celebrate the 2023 award recipients. The event promises to be an unforgettable experience, filled with great food, music, and networking opportunities. We look forward to seeing you at the 20th Annual Honors Awards Banquet.
Reserved tables are sold out. Limited single seats available.
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The FPA DFW Honors Award is a prestigious accolade that acknowledges individuals who have dedicated their lives to the financial planning profession. This award is a testament to the recipient's unwavering commitment to excellence, integrity, and professionalism in the field of financial planning as well as a symbol of the recipient's exceptional leadership, vision, and service to the financial planning community.
2023 Honors Award Recipient
Mark Griege, J.D.
Managing Partner - Texas at Corient
It is with great honor, that we announce Mark Griege as the 2023 FPA DFW Honors Award recipient.
Mark is currently the Managing Partner of the Texas region of Corient, a national independent wealth management firm that serves the needs of high-net-worth individuals and families. Previously, Mark was the CEO of RGT Wealth Advisors, an independent wealth management firm he co-founded in 1985. In 2020, Mark led the sale of RGT to Corient, and has played an integral role with Corient’s M&A efforts, assisting with the purchase and integration of several additional wealth management businesses over the past two years. Today, Corient serves clients in 18 markets in the United States with over $115 billion of assets under management, and along with his responsibilities in Texas Mark has national responsibilities in M&A, strategy, and governance.
Mark enjoys an active life in both the professional realm and the local community. He serves on the Board of Directors of Veritex Holdings, Inc. (NASD:VBTX), currently as Lead Independent Director after previous roles chairing the Compensation and Audit committees. He has previously served on the boards of the Dallas FPA, the Institute of Certified Financial Planners, the CFP Board of Practice Standards, Schwab Institutional, and the editorial advisory board of the Journal of Financial Planning. He is also active in the community, serving on the boards of philanthropic foundations associated with the charitable efforts of his clients. In addition, he's on the Board of Directors at Dallas National Golf Club and a member of Watermark Community Church.
Mark received his Bachelor of Business Administration from Southern Methodist University in 1981, and his Doctor of Jurisprudence from the University of Texas School of Law in 1985. Mark has been recognized by Worth Magazine and D Magazine as one of its "Best Financial Advisors" and he frequently speaks on a variety of investment and financial planning topics.
Mark and Peggy, his wife of 34 years, love their family time in central Texas and southern Colorado with their three sons Ryan, Jordan and Luke, their three daughters-in-law Kate, Paige and Madeleine, their grandson Beck and granddaughter Nora Claire.
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The FPA DFW Chairman's Award is presented to a person or organization who has made significant contributions to the mission of our chapter and the financial planning industry. This person will have demonstrated exceptional leadership, dedication, and creativity in their work, and will have truly made a difference in the lives of many.
2023 Chairman's Award Recipient
Richard "Richie" Lee, Jr., CFA, CFP®
Chief Executive Officer & Founder - Lee Financial
FPA DFW is pleased to present the 2023 FPA DFW Chairman's Award to Richie Lee. Richie established Lee Financial in 1975 and is the Chairman, CEO, and Founder. Early in his career Richie recognized two things: (1) the value Financial Planning provided in helping make the right decisions for the right reasons; and (2) the conflicted nature of the product-driven industry structure. As a result, he established Lee Financial as a fee-only financial planning and investment advisory firm in Texas. Richie is passionate about helping his clients reach their personal and financial goals, and he recognized the need for a multidisciplinary approach to solving his clients' problems. This broader context involved integrating financial and business planning as well as a goal-based structure focused on an array of specific client objectives.
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The FPA DFW Young Guns Award recognizes the outstanding achievements of emerging financial planners who are under the age of 36 and are making significant contributions to our profession and our organization. The award seeks to celebrate and support the next generation of planners who are shaping the future of our industry.
2023 FPA DFW Young Guns Award Recipient
Brandon W. Garrett, CFP®, CIMA®, AIF®
President I CIO - BentOak Capital
FPA DFW is pleased to present the 2023 FPA DFW Young Guns Award to Brandon Garrett. Brandon is President and Chief Investment Officer of BentOak Capital where he oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients. Brandon believes that financial concepts have been overcomplicated for the average investor and is committed to helping you unpack the financial clutter that is taking up space in your head. Through a collaborative team approach, he seeks to provide clarity and proactive advice with an unrivaled client experience. Brandon is recognized as an industry leader – being quoted in both local media as well as national media such as CNBC and the Associated Press. In 2017, Brandon was named to the elite *InvestmentNews 40 Under 40 list – a nationwide list of 40 top financial advisors under the age of 40.* Brandon has also been featured in both Texas Monthly & Forbes Magazine as a “Five Star Wealth Manager.” He currently serves as the fundraising committee chairman for the Texas Tech University Personal Financial Planning Alumni Advisory Board and is the Advocacy Director for the DFW Chapter of the Financial Planning Association. Brandon is a Director and Past President of the Weatherford Noon Lions Club and is a past board member of the Weatherford ISD Education Foundation. Brandon is an executive board member of the Weatherford Chamber of Commerce and was a co-founder and past Chairman of the Weatherford Young Business Leaders. Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®. He also holds the Accredited Investment Fiduciary® designation. In addition to these certifications, Brandon maintains the Series 7 & 24 securities registration licenses through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group. Brandon also holds a Texas Life and Health Insurance license. Brandon graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning. He completed the executive education component of the CIMA® designation through the Wharton School – University of Pennsylvania.
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We are pleased to announce that Cliff Layfield, CIC, ARM of USI has been named the 2023 FPA DFW Corporate Partner of the Year. This prestigious award recognizes Mr. Layfield's outstanding contributions and dedication to the financial planning profession. We are proud to have USI as a corporate partner and look forward to continuing our partnership in the years to come.
In addition, we will also be recognizing our members who have achieved 40 and 50 year Membership Milestones. These members have demonstrated a commitment to the financial planning profession and have been instrumental in the growth and success of our organization. We are honored to have them as part of our community and look forward to celebrating their achievements at the event.
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2023 FPA DFW Honors Award Charity
Live Like Luke helps families with kids who have lengthy hospital stays. While many of our applicants do have childhood cancer, we have also helped families with Sickle Cell Disease, Bacterial Meningitis, Trisomy 21, complicated heart surgeries, organ transplants, and more. Our goal is to help families spend more time together while their child is in the hospital.