SFMG Wealth Advisors

Crystal Billing is a CFP® and holds a Series 66 designation with 18 years of industry experience. She has been with SFMG Wealth Advisors in Plano, TX, since 2016. SFMG Wealth Advisors is a Dallas-area wealth management firm with an 18-advisor team managing approximately $2.96 billion in client assets. The firm serves individuals, high-net-worth families, retirement plans, trusts, and corporate clients through a planning-first process that integrates financial planning and portfolio management.

Shannon Pope is a CFP® professional with five years of industry experience. She has been with SFMG Wealth Advisors since 2018, following prior roles at RGT Wealth Advisors and PFG Advisors. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm follows a planning-first approach, utilizing a centralized Investment Committee and advanced modeling tools to support retirement and investment decisions.

Brett Rudman is a Series 65-licensed financial advisor with SFMG Wealth Advisors in Plano, TX, and has been in the industry since 2020. His prior experience includes roles at The Siegfried Group, Sportailor, Inc., KPMG, and the University of Miami. SFMG Wealth Advisors is a Dallas-area wealth management firm serving individuals, high-net-worth families, retirement plans, trusts, and corporate clients. The firm follows a planning-first process with strategic asset allocation overseen by an Investment Committee and uses a diversified sleeve approach to portfolio construction.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience dating back to 2015 across multiple roles including prior work at Bayntree Wealth Advisors and involvement with The State Press at Arizona State University. Avery has been with SFMG Wealth Advisors since 2022. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension and trust clients, combining financial planning and investment management. The firm employs a planning-first approach supported by a centralized Investment Committee and advanced retirement modeling tools.

Tyler Tenney is a CFP® and holds a Series 65 license, currently working at SFMG Wealth Advisors in Plano, TX. He joined the firm in 2026 and has previous experience at Deloitte, Farmers Insurance, Clearlink Insurance Agency, Utah Valley University, and the Church of Jesus Christ. SFMG Wealth Advisors is a Dallas-area firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm provides personalized wealth management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that oversees strategic asset allocation and tactical adjustments.

Kevin Margolis is a financial advisor at SFMG Wealth Advisors in Plano, Texas, with 22 years of industry experience. He holds a Series 66 designation and has been with SFMG Wealth Advisors since 2007. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private fund issues, dedicating a few hours per quarter to these roles without compensation. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first approach supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and develop written investment policy statements.

Charles Thomas is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SFMG Wealth Advisors since 2022. His prior experience includes roles at Howard Financial Services, Ltd., Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is the owner and founder of Elm Valley Group, a tax consulting and compliance business. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients, combining financial planning with investment management. The firm emphasizes a planning-first approach supported by an Investment Committee and employs advanced tools to model retirement scenarios.

David Gamble is a CFP® professional with 21 years of experience in financial advising. He has been with SFMG Wealth Advisors since 2015, including its predecessor entity, and is currently based in Plano, TX. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm employs a planning-first approach with a centralized Investment Committee and utilizes advanced tools to model retirement scenarios and performance assumptions.

Devin De Lapp is a CFP® professional with eight years of experience at SFMG Wealth Advisors in Plano, TX. Prior to joining SFMG, he worked with Texas Tech University Transition and Engagement for three years. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, and pension and trust clients, integrating financial planning with investment management. The firm employs a planning-first approach with a centralized Investment Committee and uses advanced tools to model retirement scenarios and investment strategies.

Shashin Shah is a CFP® and CFA® with 32 years of industry experience, currently serving at SFMG Wealth Advisors since 2016. He participates as an ambassador for the CFP Board and contributes to the Investments and Wealth Institute as well as Wiley's CIMA review and guide. Shah is also a part-owner of Confidence Period, LLC, a private investment entity based in Plano, Texas, though he has no active management role. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm offers personalized wealth management combining financial planning and portfolio management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that applies strategic asset allocation and tactical adjustments.

David White is a financial advisor at SFMG Wealth Advisors with 23 years of industry experience. He holds the Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process supported by a centralized Investment Committee and utilizes advanced tools to model retirement scenarios and inform strategic allocation decisions.

Tyler Floyd is a Certified Financial Planner® at SFMG Wealth Advisors with five years of industry experience. He has been with SFMG Wealth Advisors since 2017, including his current tenure beginning in 2019. Prior to his advisory career, he attended Texas Tech University. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm focuses on a planning-first approach that includes a written investment policy statement and centralized investment decision-making, offering a range of services such as estate planning, private equity access, and scenario modeling for retirement planning.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors in Plano, TX since 2016. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and performance illustrations.

Ryan Blair is a CFP® professional with 17 years of industry experience, currently serving at SFMG Wealth Advisors since 2006. He is based in Plano, Texas, and is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. He does not have active duties with this entity. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and employs advanced tools to model retirement scenarios and investment outcomes.

James Nipp is a CFP® professional with 13 years of industry experience. He has been with SFMG Wealth Advisors since 2009. Outside of his advisory role, he is a part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios.