Our Qualifications
FRANNIE GARDNER
CERTIFIED FINANCIAL PLANNER™ Professional
Recognized by D Magazine as one of the
"Best Financial Planners in Dallas"
Frances (Frannie) Gardner, CFP®, CDFA™, has been a financial service professional since 1990. Gardner works with Ayres Financial Group, a diversified financial services organization. She focuses in the disciplines of Financial Planning*, Insurance, Investments, Estate Planning and Selective Employee Benefits. Gardner has won several industry awards. Gardner frequently speaks to groups about financial planning issues and is a continuing education instructor at several local community colleges on the topic of financial management. To check her schedule, click here
EDUCATION
Bachelor of Science in Business Administration from The University of Texas at Dallas, 12/26/1985
AFFILIATIONS
Financial Planners Association
National Association of Insurance and Financial Advisors
National Football Players Association Registered Player Financial Advisor
AWARDS
Million Dollar Roundtable (Court of the Table): 1999, 2000, 2001, 2002, 2003, 2004
2004 Financial Professional of the Year Award, presented by Penn Mutual Life Insurance Company
Recognized by D Magazine as one of the Best Financial Planners in Dallas, 2002, 2004, and 2006**
**HOW WE DID IT: To compile our list of the top financial planners, we asked every CFP in the Dallas-Fort Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.
ACCREDITATIONS
Group 1 Life, Accident, Health and HMO (TX, FL, IL,OH)
Stock Casualty Selling Accident and Health (TX, FL, IL, OH)
Variable Contract Agents License (TX, FL, IL, OH)
FINRA Series 6, 7, 63 (TX, FL, CA, OH, LA, IL, VA, CO, CT, NY, WA)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™
and CFP , which it awards to individuals who successfully complete initial and ongoing certification requirements.
CHRISTINA COPELAND*, MBA
Assistant to Frannie Gardner
EDUCATION
Master's of Business Administration from The University of New Mexico, 1998
Bachelor of Business Administration from Texas Tech University, 1994
AWARDS AND RECOGNITION
As Employee Of:
American Express Financial Advisors:
Mercury Award 1999
Top Achiever Award 2000, 20001
President's Recognition Award 2001
Norwest Bank, N.A.:
Team Norwest 1997 - Service Excellence Nomination
Norwest Best Shot Nomination 1997
Team Norwest 1996 - Service Excellence Winner
ACCREDITATIONS
Series 7, 63
Group 1 Life, Accident, Health and HMO
LINDSAY MCGINLEY, CDFA™
Registered Representative of HTK
Lindsay joined Frannie's team in 2004. Her background is in insurance planning and has been a part of the industry since 2003. Lindsay specializes in personal finance, including rollovers, special needs, divorce, and widowhood.
EDUCATION
Bachelor of Science in Entrepreneurship and Strategic Management from The University of North Texas, 2003
AFFILIATIONS
National Association of Insurance and Financial Advisors
AWARDS AND RECOGNITION
National Dean's List: 2004, 2005
Kauffman Internship and Scholarship Winner, 2004
ACCREDITATIONS
Certified Divorce Financial Analyst™
Series 7, 63
Group 1 Life, Accident, Health and HMO
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