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Thomas L. Posey, CFP, J.D., AAMS

PROFESSIONAL AFFILIATIONS

Posey is a member of the Texas State Bar, and formerly of the State Bar of California (now inactive). Posey also is a member of the National Association of Personal Financial Advisors (NAPFA). Membership in NAPFA is permitted only for fee-only advisors whose comprehensive financial planning services have passed a peer review of other fee-only advisors. NAPFA members are required to take 30 hours of continuing education annually – twice the requirement for non-member Certified Financial Planners. As a NAPFA-registered financial advisor, Mr. Posey has taken a fiduciary oath requiring good faith and loyalty to the client and prohibiting any conflicts of interest.