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Board Position Descriptions
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Mario Yngerto, CFP®, ChFC
Chairman
Genesis Wealth Management, Inc.
Preston Park Financial Center
4975 Preston Park Blvd., Suite 675
Plano, TX 75093
214.550.1394 office
866.890.5506 fax
myngerto@genesiswealth.org
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Mark McClanahan, CFP®
2009 President
Robertson, Griege & Thoele
5950 Sherry Ln., Suite 700
Dallas, TX 75225
214.360.7000 office
214.360.7012 fax
mmcclanahan@rgtnet.com
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Tara Scottino, CFP®
President Elect
Carter Financial Management
12222 Merit Dr., Suite 1200
Dallas, TX 75251
214.363.4200 office
214.363.4369 fax
tscottino@cascfm.com
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Patrick Dougherty, MBA, CFP®
Secretary
Dougherty Wealth Management
15950 Dallas Pkwy, Suite 400
Dallas, TX 75248
972.361.8120 office
Fax 972.394.9697 fax
patrick@doughertyfinancial.net
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Ray Fitzgerald, CFA, CFP®
Treasurer
Fidelity Investments
One Destiny Way
Westlake, TX 76180
210.573.1783 office
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Ryan Vogl
Government Relations
International Capital Management Corp.
12001 N. Central Expressway, Suite 1000
Dallas, TX 75243
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Monte Ferguson, CFP®, ChFC
Membership Director
Pivotal Financial Advisors, LLC
6300 Ridglea Pl., Suite 724-A
Fort Worth, TX 76116
817.201.8776 office
monte@pivotalfinancialadvisors.com
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Greg Morgan, CFP®
Education/Programs Director
Strategic Financial Management Group
5310 Harvest Hill Rd., Suite 226
Dallas, TX 75230
972-960-6460 office
972-660-6455 fax
gmorgan@sfmgadvisors.com
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Shashin Shah, CFP®
Public Relations / Public Awareness
SGS Wealth Management
3704 Abrams Rd.
Dallas, TX 75214
214.821.7778 office
214.821.7777 fax
sgshah@sgswealth.com
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Victor Garza, CFP®
Career Development Director
2616 Colby Street #2204
Dallas, TX 75204
214.683.5002 office
careerdevelopment@fpadfw.org
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John D. Albert, CFP®, ChFC, CLU, CPCU
Corporate Sponsorship
Juncture Financial Group, LLC
3204 Long Prairie Rd., Suite E
Flower Mound, TX 75022
972.899.0501 office
jdalbert@juncturefinancial.com
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Micahl Wester
Special Events/ Symposium
Tolleson Wealth Management
5500 Preston Rd., Suite 250
Dallas, TX 75205
214.780.2569 office
mwester@tollesonwealth.com
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Jimmy Perryman, CFP®
Technology
Perryman Financial Advisory
12221 Merit Drive, Suite 1725
Dallas, TX 75251
972.770.4800 office
972.770.4888 fax
jperryman@billperryman.com
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Tiffany Finney Johnson, CFP®
Pro Bono Director
JWA Financial Group
6200 LBJFreeway, Suite 180
Dallas, TX 75240
972.661.3355 office
tfinney@jwafinancialgroup.com
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Susan Rogers
Allied Professionals
PrimeLending
5401 N. Central Expwy., Suite 310
Dallas, TX 75205
214.561.0132 office
866.908.0708 fax
srogers@primelending.com
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Melisa Hall
Executive Director
FPA DFW Chapter
P.O. Box 261750
Plano TX 75026-1750
972.747.0407 office
972.747.0409 fax
execdir@fpadfw.org
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Vicki Stone
Finance Manager
FPA DFW Chapter
P.O. Box 261750
Plano TX 75026-1750
972.333.2535 office
972.335.6627 fax
vicki.stone@tx.rr.com
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