Our Team Cares About Every Client
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We mean it when we say we build relationships with clients. Our clients reach out during all the events life throws at them. Including the worst days. Since we regularly work with our clients’ full financial teams, we’ve put in time helping clients work through the heartbreak, stress, and immense paperwork that comes with unexpected deaths, job loss, and more. You and your family are safe with us.
Crystal L. Billing
Wealth Advisor & Chief Compliance Officer
CFP®, AEP
Ryan J. Blair
President & Managing Director
CFP®
Carter Brown
Senior Investment Analyst
CFA Level III Candidate
Garrett Cayet
Chief Investment Officer
CFA®
Chase Corallo
Investment Analyst
CFA Level I Candidate
Andrea Corkovic
Financial Planning Analyst
Michael Cowles
Associate Wealth Advisor
CFP®
Katie Criswell
Receptionist
Stephanie Criswell
Client Service Coordinator
Devin DeLapp
Associate Wealth Advisor
CFP®, CDFA®
Barry L. Evans
Senior Wealth Advisor
CFA, CFP®
Tyler Floyd
Wealth Advisor
CFP®
David P. Gamble
Senior Wealth Advisor
CFP®
Nick Gaumer
Manager of Trading & Compliance
CFA Level III Candidate
Craig M. Greenway
Managing Director
CPA/PFS, CFP®, CGMA, AIF
Terry Hardin
Compliance Operations Associate
Melissa Hawkins
Director of Operations
Victoria F. Hubbard
Senior Client Service Specialist
Dimitrian Jimenez
Associate Financial Planner
CFP®
Pamela K. Kelley
Operations Team Lead
Jennifer R. Kislig
Executive Assistant
Cameron Leavell
Financial Planning Analyst
Gay L. Lewis
Senior Client Service Specialist
Angelica Lopez
Assistant Controller
Tracy T. Luu
Client Service Team Lead
Kevin W. Margolis
CEO & Managing Director
CPA, PFS
Ricardo Medina
Client Operations Associate
Aly Molubhoy
Alternative Investment Fund Specialist
Austin Newell
System Administrator
Security+, MCSA
Taylor Nipp
Managing Director
CFP®
Milan Patel
Alternative Investment Coordinator
Shannon Pope
Manager of Financial Planning
CFP®
Shashin G. Shah
Managing Director
CFA, CFP®
David Swearingen
Senior Wealth Advisor
Chase Thomas
Senior Wealth Advisor
CFP(R), CPA
Tre-Reginal Turner
Investment Operations Associate
Emerald Ward
Associate Financial Planner
CFP®
The SFMG Difference
• Fee Only
• On Your Side
• Going Beyond Expectations
• Collaborative
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