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 Lacey Garcia, CFP® I Lifeway Financial Corporation
President Elect I Greg Lanier, CFP® I Buckingham Strategic Wealth
Chairman I Dallas McKee, CFP®, CDFA® I Lifeway Financial Corporation
Treasurer I Adrienne Anthony, CFP® I Lee Financial
Secretary I Carson Wright, CFP® I Cypress Point Wealth Management
Directors
Advocacy I Chad Smith, CFP® I Heritage Financial Planning
Allied Professionals I Jason Loveless I JCL Solution Group
Career Development I Madison Wallace, CFP® I BentOak Capital
Corporate Partnerships I Joel Berg, CFP® I Baird
Education Marissa Muro, CPRIA I USI Insurance Services
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 Tyler Young, CFP®, CPA, CFA I SFMG Wealth Advisors
Special Events Devin DeLapp, CFP®, CDFA® I SFMG Wealth Advisors
Technology I Alex Nickerson, CFP® I Lee Financial
Executive Director I Melisa Hall I FPA Dallas/Fort Worth I FPA Puget Sound
