SFMG Wealth Advisors

Crystal Billing is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She has been with SFMG Wealth Advisors since 2016 and previously worked at Ausdal Financial Partners and CFO4Life. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning and investment management. The firm emphasizes a planning-first approach with a centralized Investment Committee and uses advanced modeling tools to support retirement and investment scenarios.

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 financial advisor at SFMG Wealth Advisors with a Series 65 designation and seven years of experience. His prior roles include positions at The Siegfried Group, Sportailor, Inc., and KPMG. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients through a planning-first approach that integrates financial planning and investment management. The firm uses a centralized Investment Committee and sophisticated modeling tools to guide strategic allocation and retirement planning.

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.

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.

Tyler Young is a CFP® and CFA® with five years of experience in financial advising. He currently works at SFMG Wealth Advisors and has held previous roles at CI RGT Private Wealth, RGT Wealth Advisors, Odyssey Wealth, and Happy State Bank & Trust Company. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm uses a planning-first approach supported by a centralized Investment Committee and employs advanced tools for retirement modeling and scenario analysis.

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.

Barry Evans is a CFA® charterholder with 42 years of experience in the financial industry. He has been with SFMG Wealth Advisors since 2006 and also maintains a long-standing role at BLE, Inc. outside of his advisory work. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients by integrating financial planning and investment management through a planning-first process and centralized Investment Committee. The firm offers a range of services including portfolio management, estate and charitable planning, private equity and credit access, and uses advanced modeling tools for retirement planning scenarios.

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® professional with 31 years of experience in the financial services industry. He has worked at SFMG Wealth Advisors since 2016 and previously held roles at SGS Wealth Management and Cambridge Investment Research. Outside of advisory work, Mr. Shah contributes to the Investments and Wealth Institute by reviewing educational content, serves as a CFP Board Ambassador, and writes for Wiley’s CIMA review materials. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, and institutional clients, combining financial planning with investment management. The firm uses a planning-first approach supported by a centralized Investment Committee and advanced modeling tools to guide portfolio strategy.

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.