HOW WE COMPILED THIS LIST: 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 783 votes were cast, and 278 individuals were nominated. Of these, 91 were selected.
Kay Allen
Allen Wealth Advisors
817-500-0014
Lance Alston
New Dimensions Wealth Management LLC
972-972-8565
Todd R. Amacher
RGT Wealth Advisors
214-360-7000
Ellenore K. Baker
Carter Financial Management
214-363-4200
Ginnie Baker
Beaird Harris Wealth Management
972-383-0506
Zac Beckerley
Merit Financial Advisors
214-423-4200
Gretchen Behnke
Pearl Financial Planning
972-696-9733
Joel Berg
Carter Financial
Management
214-363-4200
Crystal Billing
SFMG Wealth Advisors
972-960-6460
Steve Blankenship
Heritage Financial Planning
214-446-2100
Kalita Blessing
Mercer Advisors
214-691-6090
Jessica Boghetich
RGT Wealth Advisors
214-360-7000
Jaime Boyles
Lee Financial
972-960-1001
Melissa Brennan
ARS Private Wealth
214-558-0228
Katie Brewer
Your Richest Life
469-708-7975
Larry Burgess
MG Retirement
972-907-0110
Bill Carter
Carter Financial
Management
214-363-4200
Derek Childs
HFS Wealth Management
214-239-0851
Bryan Clintsman
Clintsman Financial Planning
817-410-8200
Brian Cloud
RGT Wealth Advisors
214-360-7000
Jennifer Cook
Cypress Point Wealth Management
214-736-8887
Robert Cox
Mercer Advisors
214-378-2224
Emma Cramm
Cadent Capital LLC
972-441-4554
Randall Crimmings
Clintsman Financial Planning
817-410-8200
Sarah Crowe
Generational Wealth
Advisors
972-378-1795
Christopher Currin
Mercer Advisors
877-799-4647
Nathan W. Davis
Aspen Wealth Management
817-546-6353
Rett Dean
Riverchase Wealth Management
972-471-9013
Patrick Dougherty
Dougherty Wealth Management
214-550-8989
Shaun Dowling
HFS Wealth Management
214-346-0785
David Faulkner
Spectrum Advisors
972-931-3700
Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572
Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571
Michelle Gass
Paradigm Advisors
214-756-6066
John Gay
Frisco Financial Planning LLC
469-248-6237
Allison G. Geiger
Heritage Financial Planning
214-446-2100
Nic Gibson
Lee Financial
972-960-1001
Jen Grant
Perryman Financial Advisory
972-770-4800
Josh Hargrove
Insight Wealth Partners
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
Ryan Huey
RoseRock Wealth Management LLC
214-220-8989
Kyle Imhof
Clintsman Financial Planning
817-410-8200
Ben Jones
Wave Wealth Management
972-954-4100
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
Clintsman Financial Planning
817-410-8200
Lynn Lawrance
Cetera Advisor Networks
214-358-0758
Bryan Lee
Strategic Financial Planning Inc.
972-403-1234
Brent Little
RGT Wealth Advisors
214-360-7000
John Loyd
The Wealth Planner
817-877-0717
Laura Maxfield
RGT Wealth Advisors
214-360-7000
Dallas McKee
Lifeway Financial Corporation
972-378-3776
Jonathan Meaney
Carter Financial Management
214-363-4200
Kathleen Muldoon
Carter Financial Management
214-363-4200
Thomas E. Murphy
Murphy & Sylvest
214-373-8362
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 Allen Pillers
Ackerman Capital Management
214-361-5383
Dana Pingenot
RGT Wealth Advisors
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
972-361-3861
Mike Reppert
Spectrum Advisors
972-931-3700
Burk Rosenthal
Beacon Pointe Advisors
817-336-2000
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 A. Smith
Heritage Financial Planning
214-446-2100
Taylor A. Steele
Cadent Capital LLC
972-777-4991
Helen B. Stephens
Aspen Wealth Management
817-546-6353
Bob Stowe
Stowe Financial Planning LLC
972-733-9959
Alex Taylor
Messick Peacock & Associates
972-942-0672
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
Roddy Warren
Stowe Financial Planning LLC
972-733-9959
Christie Williams
Lee Financial
972-960-1001
Brandon Woods
Chessman Wealth Strategies
214-572-2120
