Our Team Cares About Every Client

Credentials:
CFP®, AEP

Education:

University of Texas at Dallas & University of North Texas

Professional Involvement:

Financial Planning Association, Dallas Estate Planning Council, National Society of Compliance Professionals

Philanthropic Involvement:

Previously served on the board of the Financial Planning Association. Love volunteering for any animal related causes

Areas of Focus:

Tax and Estate Planning; Executive Compensation, - types of clients - Widows, Corporate Executives, and Entrepreneurs

Bio:

Crystal joined SFMG in 2016 as a Senior Financial Planner before she was promoted to Manager of Financial Planning, then Wealth Advisor. Crystal was appointed as the Chief Compliance Officer in 2021 and has more than 20 years experience in the financial services industry. Her favorite thing about SFMG is the collaborative culture and how much she learns from her teammates. When not serving clients, Crystal loves traveling, gardening and playing soccer. 

Credentials:
CFP®

Education:

Texas Tech University 

Professional Involvement:

NAPFA - National Association of Personal Financial Advisors, Financial Planning Association, Dallas Estate Planning Council, Dallas Council of Charitable Gift Planners

Philanthropic Involvement:

Board Member - Sci-Tech Discovery Center

Areas of Focus:

Entrepreneurs and Executives, Business Succession, Generational Wealth Planning, Charitable Gift Planning, Asset Protection Planning, Alternative Investments

Bio:

Wanting to be the trusted advisor his family didn't have.

Ryan grew up the son of an airline mechanic. His parents thought ahead and saved appropriately for his college education, but thanks to some “less-than-ideal” advice, those funds only lasted a portion of his time in college. Originally an architecture/design major, his interest in seeing “what went wrong” for his parents led to his interest in changing majors. He didn’t even know Texas Tech had a financial planning program, but once he did, he transferred right away.

HOW CAN I HELP? Even if it’s not through our direct services, Ryan always uses the lens of “How can I help?” when he meets with clients. A college internship with a firm in Detroit showed him that companies may not always be “doing the right things for the right reason for their clients.” That’s why our approach of putting clients first is so important to him. 

CLIENTS FOR THE LONG HAUL Ryan especially enjoys working with clients who are also planning for the future with families in mind. He and his wife Shanna have two daughters in elementary school in Prosper. He loves the idea of working with families over his career as they’re going through the same life stages as his family. If they love Texas Tech sports - all of them - as much as Ryan and Shanna do, that’s even better!

Credentials:
CFA Level III Candidate

Education:

The University of Texas at Austin

Bio:

Carter joined SFMG in July of 2019 as an Investment Analyst. His favorite things about SFMG are the commitment the entire firm has to living their core values and the overall company culture. He truly feels everyone at SFMG is a part of his extended family. Outside of the office, Carter enjoys spending his time exercising, reading, watching sports, and trying new restaurants.

Credentials:
CFA®

Education:

The University of Texas at Austin

Professional Involvement:

CFA charter holder and a member of the CFA Society of Dallas-Fort Worth

Areas of Focus:

Finance and Investment Management

Bio:

Garrett joined SFMG in February of 2013 as an Investment Analyst and has over 10 years of experience in the financial services industry. He most enjoys being able to help clients understand what is happening in the markets and providing them with opportunities to grow their wealth. As the son of a restaurateur and a flight attendant, dining out and traveling are natural hobbies, but a quiet day on a river fly fishing is one of his favorite activities as well. 

Credentials:
CFA Level I Candidate

Education:

Montana State University

Bio:

Chase joined SFMG in October of 2020 as an Investment Analyst. Prior to joining SFMG, Chase worked in the Stock Plan Services Department with Charles Schwab. Chase's favorite part about SFMG is the company's culture and how it feels like a family. Outside of work, Chase enjoys playing golf and watching sports. 

Education:

Texas Tech University

Professional Involvement:

Financial Planning Association

Bio:

Andrea joined SFMG in January of 2021 as a Financial Planning Analyst. Prior to this, she was a Financial Planning intern for SFMG while completing her bachelor’s degree in Personal Financial Planning from Texas Tech University. Her favorite thing about SFMG is the wonderful relationships she has built with her coworkers as well as clients. Outside of work, Andrea likes to spend time outdoors and travel.

Credentials:
CFP®

Education:

Texas State University

Professional Involvement:

Financial Planning Association

Philanthropic Involvement:

Red Rover Animal Rescue, Operation Rock The Troops

Areas of Focus:

Wealth Planning, Wealth Advising

Bio:

Michael joined SFMG in January of 2021 as an Associate Wealth Advisor after a tour of duty in the US Marine Corps, and 7 years of industry experience at Fidelity Investments and TD Ameritrade. The people at SFMG, both employees and clients, are easily the firm's biggest strength. Outside of work, Michael spends time with his wife, Lauren, and their three dogs, Lily, Lobo, and Ronin. He enjoys the Texas hill country and anything outdoors to include hiking, wineries, and good food with good people. Michael also trains competitively in the combat arts to include Muay Thai, Brazilian Jiu Jitsu, and Krav Maga.

Katie joined SFMG Wealth Advisors in January of 2022 as a Receptionist. Katie greets each guest with her welcoming presence and her high attention to detail allows her to service clients efficiently.

Bio:

Stephanie joined SFMG Wealth Advisors in February of 2021 as a Client Service Coordinator. Stephanie brings over 10 years of customer service knowledge and 5 years of management experience to the SFMG team. When she is not in the office, Stephanie is spending time in the great outdoors or with her friends and family, all with her two American Akita’s in tow.

Credentials:
CFP®, CDFA®

Education:

Texas Tech University

Professional Involvement:

Financial Planning Association, Texas Tech University Personal Financial Planning Alumni Advisory Board

Bio:

Devin joined SFMG as a Financial Planning Analyst in June of 2018. Before joining SFMG, Devin was involved in Red2Black Peer Financial Coaching and served as a Student Advisor for the Financial Planning Academy while at Texas Tech. Devin's favorite thing about SFMG is the camaraderie in the office and the dedication to client success throughout the firm. When she's not serving clients, Devin enjoys traveling, staying active and playing with her micro-mini goldendoodle, Fitz. 

Credentials:
CFA, CFP®

Education:

Vanderbilt University & University of Chicago

Philanthropic Involvement:

Cedar Creek Veterans Foundation 

Area of Focus:

Investment Management

Bio:

THE FINANCIAL PIECE OF THE RELATIONSHIP Barry may have reached retirement age, but retirement hasn’t reached Barry. He’s now living at the lake, but he still has a tendency to work too much. He is now working with some third-generation family members. “No one has run out of money, though some have tried!” He feels he’s become the financial piece of many relationships as family members reach out to him for advice. 

LIVING THE LESSONS HE LEARNED FROM DAD Barry’s dad was a traveling salesman, home only on weekends, as Barry was growing up. Barry looks back fondly on a time when he was about 10 years old, and his dad took him on one of his trips. His dad taught him a few lessons that week that have stuck with Barry throughout his life: 1) Show up on time 2) Do what you say you’ll do 3) Finish what you start 4) Say please and thank you. Forty years later, Barry enrolled in a “Strategic Coach” class and saw when he opened his workbook that he’d learned the basic principles long before from his father. 

HOPING HIS CLIENTS HAVE WHAT HE DOES Barry’s very first client recently passed away. The client had become a friend and mentor, almost as close as a family member. His passing has given Barry pause to evaluate his career and his own life. Barry and his wife Patty enjoy the lower-key life they now live. After 50 years of playing tennis, Barry now plays golf and enjoys social time at the club. He believes decreasing his stress will extend his life as does enjoying time with the next generation of his own family - his two granddaughters.

Credentials:
CFP®

Education:

Texas Tech University

Professional Involvement:

Financial Planning Association Dallas Estate Planning Council

Philanthropic Involvement:

CFT Emerging Leaders in Philanthropy; Hendrick Scholarship Foundation Finance Committee; Search Ministries Journeymen Advisory Group; YoungLife Capernaum.

Areas of Focus:

Portfolio Management; Alternative Investments; Estate Planning; Asset Protection.

Bio:

Tyler started at SFMG in 2017 as a Financial Planning summer intern. After graduating in December of 2017, Tyler joined the firm full time as a Financial Planning Analyst in 2018, was promoted to Associate Financial Planner in 2020, and Associate Wealth Advisor in 2021. Tyler's favorite thing about SFMG is the collaborative culture. Outside of work, Tyler enjoys watching the Cowboys and Red Raiders, riding his bike, and traveling with his wife Andi and their friends. 

Credentials:
CFP®

Education:

The University of Texas at Austin

Philanthropic Involvement:

Associate Board, SMU Cox School of Business

Area of Focus:

Investment Management

Bio:

CONSISTENCY, DISCIPLINE, PATIENCE These three principles that David's dad taught him about life are what he strives to emulate today in his second career as an investment advisor. He maintains a long-term view working with his clients and balances his investing for them as both a risk manager and a return manager. This “recovering lawyer” uses his background in the business world to help clients spot potential issues in their financial and life plans, always with the goal of helping to decrease anxiety.

WORKING WITH “DEAR FRIENDS” David merged his own 14-year-old investment advisory firm into SFMG in 2015. It was an easy decision, as he found here the same values and client focus upon which he built his business. David considers his clients a large extended family. When he writes to them, he shares a little of himself, some introspective thought, and maybe a bit of humor. He likes for them to see that he loves life working here.

BREAK IT DOWN Einstein said, “Everything should be made as simple as possible, but not simpler.” David believes that being able to simply explain the elements of a financial plan or portfolio is vital. When mentoring graduate business students at SMU, he says, “If you can’t explain a concept in simple words, you probably don’t really understand it.”

IT’S ABOUT THE RICHNESS OF LIFE Married over 40 years to Donna with two grown children and now a proud grandfather, David believes that life is not about money. He tells his clients that it’s about the “richness” of life day in and day out. Serving others provides that richness for David.

Credentials:
CFA Level III Candidate

Education:

University of North Texas

Philanthropic Involvement:

2021-2022 GYL Board Member - Education Committee (Genesis Women's Shelter in Dallas)

Areas of Focus:

Excel, Trading, Risk Management, Analysis, Creating Efficiency, Innovation, Problem Solving, Collaboration

Bio:

Nick joined SFMG in June 2013 as a Trading and Compliance Associate before joining the Board of Managers team in January 2019. Prior to joining SFMG, Nick interned and worked at Fidelity Investments in their Compliance group. Nick says we have really good coffee at SFMG and his coworkers are pretty great too. Outside of work, Nick enjoys playing golf, ice hockey, and cheering on the Mean Green.

Credentials:
CPA/PFS, CFP®, CGMA, AIF

Education:

The University of Texas at Austin

Philanthropic Involvement:

Board Chairman, Metrocrest Hospital Authority; UT Austin McCombs Wealth Management Advisory Board; Mentor Carrollton Farmers Brach ISD

Areas of Focus:

Financial planning, tax planning, investment management

Bio:

SUCCESS IS DEFINED BY THE CLIENT Craig Greenway's objectives are defined by how his clients define success. Craig's move from the “predominately reactive world of public accounting” to financial planning was driven by his desire to serve people in a proactive environment. He gains true satisfaction from watching others grow, especially witnessing the younger generation of firm leaders evolve. In 2005, Craig remembers speaking with one of the other partners about the firm’s growth and future. “It’s not about us anymore. Now we have responsibility to others in the firm.”

THE STORY OF THE STARFISH Craig identifies perspective as something for which he is extremely grateful; he believes that without perspective you cannot understand or care about others in the world. Craig tells the story of the starfish. A father and son were walking along the beach. They came across hundreds of starfish washed up on the sand. The father picks up a starfish and tosses it back into the ocean. The son wonders why the father would bother as he couldn’t save them all. “Does what you’re doing really matter?” the son said. As the father tosses another one back into the water he said, “It matters to this one.”

IT’S A HUMAN PROCESS, NOT JUST A FINANCIAL PROCESS What sets Craig apart is his commitment to listening to his clients. Keeping the lines of communication open can help him better guide families to reach their financial goals. Over 35 plus years of experience have helped him cultivate a vast array of professionals to call on, from estate planning attorneys to insurance agents, so that he can ensure his clients have access to all the resources they need to lead financially successful lives.

BALANCING DOWN TIME AND COMMUNITY INVOLVEMENT Giving back to his community is important to Craig. He has served on numerous civic, charitable, and religious boards and councils. However, Craig has worked hard to get to this stage of life and also appreciates getting away. He often escapes to his second home in the Texas Hill Country with his wife Pam and, when their schedule allows, their grown children Drew and Megan. The Hill Country is slow-paced, and Craig finds the country chores to be therapeutic. Craig recalls that not too long after he purchased the property, his other directors wondered why someone would enjoy these chores. So, he invited them for a weekend consisting of power tools, chain saws, burn piles, and after working up a sweat, floating in the creek to cool off. After that weekend, they understood. It’s affectionately referred to as “Man Camp.”

Terry joined SFMG Wealth Advisors in February 2022 as a Compliance Associate. Terry's favorite thing about SFMG is the family atmosphere and commitment to the core values. Outside of work, Terry enjoys spending time with family, cooking new recipes and reading.

Professional Involvement:

Leadership Allen Fairview CLASS XXVI; Leadership Allen Steering Committee 2015 - 2018

Philanthropic Involvement:

Communities Foundation of Texas Freedom Day Steering Committee Member 2015- Present 

Bio:

Melissa brings a strong commitment to service excellence and this quality transcends every aspect of her role as our Manager of Client Service. Since 2010, she has developed a culture of exceptional client experience, streamlined procedures, and built a team focused on premier client-centric service. This commitment to clients is evident in the lasting personal relationships she has developed with our clients.  

Melissa feels it is our company culture that makes us truly unique. She is proud to work with colleagues who are passionately committed to enriching the lives of others. She is especially proud of the firm's commitment to giving back to the community. Outside of work, Melissa and her husband are recent empty nesters and have two amazing college students. She enjoys spending time with her family and numerous fur babies. She is an animal lover and nature enthusiast. 

Education:

University of North Texas

Bio:

Victoria joined SFMG in October of 2016 as a Client Service Associate and was promoted to Client Service Specialist early in 2018. She began her career at Eppler, Guerin and Turner in 1989 working in the corporate Operations area of the broker dealer. She later moved to Jefferies and Co, working on the institutional equities trading desk, holding both Series 7 and 65 licenses. She went on to successfully complete the Certified Financial Planning curriculum through Texas A&M – Commerce to expand her knowledge of the financial industry. She brings extensive knowledge of the industry and is passionate about providing exceptional service to each one of our clients. She loves working with clients and helping them reach their financial goals.

When not at work, she enjoys cooking, traveling around the world with her husband of over 30 years and volunteering at her church as the Compassionate Service Coordinator.

Credentials:
CFP®

Education:

Texas Tech University

Professional Involvement:

Financial Planning Association

Bio:

DJ joined SFMG as an Associate Financial Planner in November of 2021. Before joining SFMG, DJ worked at Cypress Wealth Management as a Resident Financial Planning Analyst. While achieving his degree in financial planning, DJ served as a Student Ambassador for the PFP program, was the Founding President of K.E.Y., was a member of the 2018 National Champion Financial Planning Challenge team and was a Student Advisor for the 2017 Financial Planning Academy. Dimitrian's favorite thing about SFMG is the people. When he's away from the office, DJ enjoys watching movies, reading and trying new coffee shops.

Pamela originally joined SFMG in 2016 when SGS Wealth Management merged with SFMG and returned to SFMG in 2020. Pamela brings many years of operational experience in wealth management as well as a variety of business environments from public to private. Pamela works behind the scenes with the client service team to ensure clients have the best experience possible at SFMG. Pamela lives near White Rock Lake in Dallas and enjoys spending time with her family and pets as well as enjoying the great outdoors.

Education:

California State Polytechnic University

Bio:

Jennifer joined SFMG Wealth Advisors 2015 as a Business Development and Executive Assistant. She brings 25 years of experience in the financial industry, including Private Wealth Management and banking with a focus in client relations.

Cameron joined SFMG in July of 2022 as a Financial Planning Analyst. While earning his degree in International Business at UT-Austin, Cameron interned in both financial planning and private equity. His favorite part about SFMG is the collaborative work environment. Outside of work, Cameron enjoys sports, HBO dramas, tacos, and sweet tea.

Areas of Focus:

Provide exceptional client service!

Bio:

Gay joined SFMG in October 2016 as a Senior Client Service Specialist. Prior to joining the firm, Gay served as a Client Service Associate at an independent advisory firm for over 16 years. She believes SFMG is special in that they respect and value employees as individuals and what they uniquely bring regardless of their role in the firm. That genuineness carries over to all of our clients with a sincere care and concern, and that the team will go above and beyond to meet each ones very unique and special needs. Outside of work you can find Gay spending time with family, and binge watching HGTV and Food Network!

Education:

Dallas Baptist University

Areas of Focus:

Accounting/Finance

Bio:

Angelica joined SFMG in November of 2019 as an Assistant Controller. She has over 14 years of experience in Corporate Accounting and payroll services. Outside the office, she enjoys spending time with her family, traveling and listening to music. 

Education:

Bowling Green State University

Areas of Focus:

Client Service, Banking

Bio:

Tracy joined SFMG in July 2021 as a Client Service Specialist after relocating to Texas from Ohio. After graduating from Bowling Green State University, she started as a Client Service Representative at Fifth Third Bank for 1 1/2 years. After that, she spent 5 1/2 years at a private financial planning firm (Wilcox Financial) as their Lead Financial Planning Assistant servicing clients and assisting advisors with clients' financial planning review and process. 

Tracy admires SFMG's core values, collaborative culture, and team work as well as the opportunity to learn and work in the financial industry. Outside of work, she enjoys spending time with family, traveling and tasting different cuisines, crochet, listening to music, and going to the movies. 

Credentials:
CPA, PFS

Education:

The University of Texas at Austin 

Professional Involvement:

Financial Planning Association, Dallas Estate Planning Council, American Institute of CPAs, Advisory Board for the following Alternative Investments - Caddo Office Reimagined, Phoenix Capital, Five States Energy

Philanthropic Involvement:

University of Texas McCombs School of Business Wealth Management Advisory Board Member, Greene Family Camp Committee, Dallas Jewish Community Foundation Board of Trustee and Professional Advisory Committee

Areas of Focus:

Alternative Investments, Investment Management, Estate Planning, Asset Protection Planning 

Bio:

IF IT SOUNDS TOO GOOD TO BE TRUE, IT IS Kevin learned some financial lessons early in life. He began saving and investing at an early age and even saved enough to buy his own first car. He also had a cousin working in finance who was somewhat of a math genius. His cousin was so confident in his strategy, he told clients it would provide a safe 12% return. As a college freshman, Kevin saw the market crash, and his cousin’s model failed. Those early lessons now guide how he works with his clients and how he and his wife Carol try to teach money management to their own son and daughter.

IS IT TIME NOW? Kevin’s start in public accounting led him through a series of positions in audit and tax, and through another eight years in physician practice management including facilitating mergers of physician groups. At each stage of his professional journey, he considered turning his interest in financial planning and investments into a career. In 2002, Kevin realized his experiences had prepared him to be able to pursue this new endeavor, and he was drawn to SFMG’s fee-only, unbiased approach. The knowledge and skills Kevin has gained make him a more determined and compassionate advisor to his clients today.

HELPING HIS CLIENTS SLEEP BETTER AT NIGHT Kevin Margolis works with each client he serves with the goal of ensuring everything he does is in their best interest. “I want to help my clients sleep better at night,” he says. He understands the challenge of finding someone you trust, and his clients can be assured he will maintain their privacy and confidentiality at all times. “Every interaction I have with my clients is to give them confidence for life.”

Credentials:
Security+, MCSA

Areas of Focus:

Security, Identity & Access Management, Office 365, Automation, Storage Systems and Management, Virtualization, Mobility, VPN and Wireless, Unified Communications and VoIP

Bio:

Austin joined SFMG in 2017 as a Technology Support Associate with the goal of providing in-house technical support to meet the growing needs of the company. Having 3 years prior experience in the IT industry Austin has gained a more intimate knowledge of our IT infrastructure, evaluate and improve our cybersecurity posture, and strengthen our foundations as a modern business. Austin's favorite thing about SFMG is the camaraderie. He's proud to work for a company that values and appreciates their employees. Outside of work, you can find Austin enjoying videos games, 3d printing, model painting, and hiking.

Credentials:
CFP®

Education:

Texas Tech University

Professional Involvement:

Boards - Financial Planning Association, Dallas Estate Planning Council

Philanthropic Involvement:

Hendrick Scholarship Foundation

Areas of Focus:

Corporate Benefits, retirement planning, estate planning, investment management, comprehensive wealth management.

Bio:

A DIFFERENT PUZZLE EVERY TIME Taylor understands that although you may understand all of the theoretical principles of a concept, people are dynamic. “At school, you work the same puzzle over and over.” For Taylor, it’s working on the individual puzzle for each client that’s rewarding. Taylor enjoys both aspects of financial planning; the analytical, financial side as well as the more personal side in interacting with clients.

LET US BE THEIR PROFESSIONAL WORRIER Taylor loves being the person that clients trust to be their “professional worrier.” Even when the financial situation is complex, clients trust in our capabilities, allowing them to be confident in their financial future. Taylor does the worrying for them.

GET OUTDOORS After the clients are taken care of, Taylor and his wife Kerri love to get outside for some outdoor activities. A self-described “golf nut,” he is always ready to hit the links.

Education:

University of Texas at Arlington 

Philanthropic Involvement:

Jai Sachitanand Sangh Youth

Areas of Focus:

Data analytics, alternative investments, trade verifications, assistance with portfolio management.

Bio:

Milan joined SFMG as a Client Service Associate in February 2019. He interned at UBS Financial Services 2.5 years prior to joining SFMG. Milan now serves clients as a member of the Investment Management Team where he utilizes his passion for investments by assisting with operations involving trades, portfolio management, and alternative investments. Milan's favorite thing about SFMG is the collaborative culture and believes the path to success is paved by teamwork! Outside of work, he spends most of his time traveling with his best friend and wife, Aarti. You can find them taking a stroll through Legacy West with our goldendoodle pup, Kobe, or on an airplane to Bora Bora. There is no in-between! 

Credentials:
CFP®

Education:

Texas Tech University & University of Texas at Tyler

Professional Involvement:

Financial Planning Association

National Association of Personal Financial Advisors

Areas of Focus:

Financial Planning

Bio:

Shannon joined SFMG as an Associate Financial Planner in March of 2018. She previously worked at RGT Wealth Advisors in Dallas (2017) and PFG Wealth Advisors in Lubbock (2013-2017) as a Financial Planner. Shannon's favorite thing about SFMG is the collaborative culture and the way the team utilizes the expertise and experience of all employees to serve our clients in the best capacity possible. Outside of work, she enjoys spending time with her husband Nathan and their 2 dogs (Lucy and Dexter), working on jigsaw puzzles, and finding a good series to watch on Netflix. 

Credentials:
CFA, CFP®

Education:

State University of New York

Professional Involvement:

CFP Board Ambassador, CFA Society of Dallas-Fort Worth, Financial Planning Association of Dallas (Past BOD Member), Investments and Wealth Institute Subject Matter Expert

Philanthropic Involvement:

Communities Foundation of Texas Advisory Panel, Birthday Party Project, Site Based Decision Making Committee for Lakewood Elementary, St. Thomas Aquinas FOSTA Group, Lakewood Elementary- FOL Group.

Areas of Focus:

Investment Management, Financial Planning, Working with Business Owners, Executives, and those moving forward after an Inheritance or Sale.

Bio:

UNDERSTANDING CLIENT VALUES FIRST Shashin strives to understand the clients he’s working with and to grasp their core values. This understanding drives the decisions he’ll make with them in the breakdown of their portfolios and their general financial plans. His goal is to give them better lives. He appreciates that at SFMG, every advisor is encouraged to give the advice he thinks is right for his clients. 

HONORING HIS FATHER’S LEGACY Shashin’s father immigrated to the U.S. in 1960 with $8 in hand. Within 40 years, he was one of the country’s leading psychiatrists. In 1999, after battling an illness, his father asked Shashin if he thought he could retire. Shashin’s response was simple, “Dad, you could have retired years ago.” Shashin realized that although his father was extremely successful, he was never given appropriate and informed guidance about his financial journey. Shashin believes this type of guidance is essential, not just for financial planning, but also in planning for lifelong goals. 

A TRUE SUBJECT MATTER EXPERT Having successfully earned his CFP® designation and becoming a CFA® charterholder, Shashin shared his own expertise in the classroom by teaching CFP review for six years. He has taught financial planning coursework to thousands of advisors nationwide. Shashin is a Subject Matter Expert with the Investment Management Consultants Association and has co-authored two books on investment management. He is also a CFP Board Ambassador for Texas.

Shashin is a widely recognized leader in the Dallas financial advisor community, serving on the local CFP board three times and having long standing affiliations with the CFA Society and the Investment Management Consultants Association (IMCA) along with other advisory associations. Shashin has won the FPA Honors Award and FPA Chairman's Award and was a Heart of Financial Planning nominee.

David joined SFMG Wealth Advisors in March of 2022 as a Senior Wealth Advisor. David brings more than 25 years of industry experience to the advisory team at SFMG. His professional fulfillment comes from helping clients remove the stress and worry that typically acocmpanies having wealth by making investing, saving and planning both understandable and gratifying. David and his wife, Sheila, have 3 sons, and are all avid soccer fans. When David isn't helping his clients, you can probably find him in Colorado hiking the mountains, river rafting, snow skiing, playing golf and enjoying everything the state has to offer.

Credentials:
CFP(R), CPA

Chase joined SFMG Wealth Advisors in April 2022 as a Senior Wealth Advisor. Before joining SFMG, Chase served as a financial planner and wealth manager in the DFW area for 7 years. Before entering the wealth advisory space, Chase worked for Deloitte in strategic international tax planning and consulting. Outside of the office, Chase enjoys playing golf and spending time with his Wife, Rachel, and two sons.

Tre joined SFMG in March 2022 as an Alternative Investment Operations Associate. Before joining SFMG, Tre worked as a small business 401(k) consultant and as a Resolution Specialist at Charles Schwab. His favorite thing about SFMG is that people matter and we always make sure we do what is right for our clients. Outside of the office, Tre enjoys playing flag football and loves spending time with his family.

Credentials:
CFP®

Education:

Texas Tech University & Utah Valley University

Professional Involvement:

Financial Planning Association

Bio:

Emerald joined SFMG in 2021 as a Financial Planning Analyst. Prior to this, she was a Financial Planning intern for SFMG while completing her master’s degree in Financial Planning and her graduate certificate in tax from Texas Tech University. During her time at Texas Tech, she was an Ambassador for the program, was involved in Red to Black, and served as a student advisor for the Financial Planning Academy at Texas Tech University and Utah Valley University. While attending school she worked for a local wealth management firm for almost two years. Outside of the office, she enjoys spending her time outdoors, traveling, or reading a good book.