Our Team


Meet the SFMG Wealth Advisors team of professional wealth management advisors and staff.


*This firm is not a CPA firm.

  • Greg P. Morgan , Managing Director, Founder

    Education: Pepperdine University, Bachelor of Arts

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™  

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    Greg has over 30 years of investment and financial planning experience. He has worked extensively with closely held business owners, executives, medical and legal professionals, and retirees. He became a Certified Financial Planner Practitioner in 1987 and his advisory firm became a Registered Investment Advisor in 1992. Member of the Board of Directors & Director of Education for the Dallas/Ft. Worth chapter of the FPA (Financial Planning Association) 2009 – 2010. He is also a member of the Financial Planning Association (FPA).

  • David W. White , Managing Director

    Education: Stephen F. Austin University, Bachelor of Business Administration in Finance 

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    David has over 30 years of experience in providing his clients with comprehensive financial planning and wealth management advisory services. He began his career as a financial analyst with American General and worked as a financial consultant for CIGNA prior to being a founding partner of Baker & White, LLC (a Registered Investment Advisor) in 1984. In 2002, he became a partner in SFMG. He is a member of the Financial Planning Association (FPA).

  • Craig M. Greenway , Managing Director

    Education: University of Texas, Bachelor of Business Administration in Accounting

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™, CPA* - Certified Public Accountant, PFS - Personal Financial Specialist

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    Craig has over 30 years of experience in financial and tax consulting and analysis. Over his career he has served a diversified client base including individuals, trusts, and closely held businesses. He became a Certified Public Accountant in 1983 and a Certified Financial Planner in 1987. He earned the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist designation in 2006. He is a member of the AICPA and the Financial Planning Association (FPA).

    Craig was appointed in 2011 by the Carrollton City Council to the Metrocrest Hospital Authority Board and he is a member of The University of Texas at Austin Department of Accounting Advisory Council. He is active in his Rotary Club, The Dallas Foundation and Carrollton-Farmers Branch ISD’s Student Mentoring Program. In the past twenty-five years he has been on numerous civic, charitable, religious and educational boards and councils as well.

  • Kevin W. Margolis , Managing Director

    Education: University of Texas, Bachelor of Business Administration in Accounting and Finance

    Designations: CPA* - Certified Public Accountant, PFS - Personal Financial Specialist

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    Kevin has over 24 years of experience in financial, tax and business consulting. He joined SFMG in 2002 and rejoined in 2004 after serving as a client service director at Tolleson Wealth Management. He began his career in financial planning, estate planning, investment management, risk management, and tax planning at KPMG Peat Marwick as a tax manager. He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices. He also served as chief financial officer for a value-added reseller of dental products. He is a member of the AICPA, Dallas Estate Planning Council, the Financial Planning Association (FPA), and Entrepreneurs’ Organization Dallas.

    His community service currently includes serving on the Dallas Jewish Community Foundation’s Professional Advisory and Scholarship Committee, the Greene Family Camp Committee, and being actively involved with Boy Scouts Troop 380 including the Personal Management Merit Badge counselor. In the past he has been on numerous charitable and religious boards and committees.

  • Ryan J. Blair , Director

    Education: Texas Tech University, Bachelor of Science in Personal Financial Planning

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™

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    Ryan has assisted families in achieving their financial goals for over 10 years with SFMG. He believes a client’s goals and values should drive the wealth management process. His primary objective is to build lifelong partnerships with clients through trust. As Director of Wealth Management, he is responsible for the oversight of the firm’s wealth management process. He is a member of the Financial Planning Association (FPA).

  • Taylor Nipp , Director

    Education: Texas Tech University, Bachelor of Science in Personal Financial Planning

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™

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    Taylor joined SFMG in January of 2009 as a Planning Associate and has since been promoted to Senior Wealth Manager. He served as an outreach and client-based counselor for Red to Black, a volunteer student program focused on providing free financial education and assistance to students. He is a member of the Financial Planning Association (FPA).

  • Shashin G. Shah , Director

    Education: BS Biology State University of New York- Albany

    Designations: CFA- Chartered Financial Analyst, CFP®- CERTIFIED FINANCIAL PLANNER™

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    Shashin has over 22 years of experience in wealth and investment management. He joined SFMG in 2016 after successfully building SGS Wealth Management for 10 years. He provides advanced wealth planning services to corporate executives and business owners. Shashin has been interviewed and quoted by leading financial publications including Money Magazine, Business Week, Smart Money, Wall Street Journal, Dow Jones, Dallas Morning News, and USA Today. He has also appeared on NBC Nightly News. He has been named to D Magazine’s Best Planners list consecutively since 2006. In 2007, Shashin was awarded the FPA Honors Award for commitment to Financial Planning. In 2011, Shashin was awarded the FPA Chairman’s Award for dedication to the profession. In 2012, Shashin was a nominee for the FPA’s highest honor – The Heart of Financial Planning Award. Shashin is a three-time board member for the Dallas Fort Worth Financial Planning Association, a CFP Board Ambassador, a subject matter expert for the Investment Manager Consultants Association (IMCA), and a subject matter expert for Wiley publications.

    Shashin’s community involvement includes sitting on the Board of Trustees for The Children’s Center in Dallas and sitting on the Site Based Decision Making committee for Mata Montessori. His past community involvement includes the Dallas Symphony Orchestra and the Texas Stampede. He, his wife Mary, and his three boys reside in Dallas, Texas.

  • Barry L. Evans , Senior Wealth Advisor

    Education: Vanderbilt University, Bachelor of Engineering, University of Chicago Graduate School of Business, Master of Business Administration

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™, CFA - Chartered Financial Analyst

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    Barry has over 40 years of experience as an investment analyst, portfolio manager, and financial advisor. His career began in bank trust departments (1972-81), followed by his founding of Southwest Strategies in 1981. Southwest Strategies, just as SFMG currently, provided comprehensive investment advisory services and financial counseling to high net worth individuals, professionals, and financial institutions. In 2006 Southwest Strategies merged with SFMG.

  • David P. Gamble , Senior Wealth Advisor

    Education: University of Texas, Bachelor of Arts, Government, and Doctorate of Jurisprudence

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™

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    David has over 35 years of experience in a wide variety of business environments providing financial, investment, regulatory and legal counseling. He became a Certified Financial Planner in 1992 and in 2000 founded PPG Investments, LLC, a registered investment advisory firm in Plano, Texas. PPG Investments provided investment advisory services and financial counseling in a similar manner as SFMG to individuals, professionals and retirees. In 2014, PPG Investments merged with SFMG Wealth Advisors. He is a member of the Financial Planning Association (FPA).

    David has been a member of the Associate Board of the SMU Cox School of Business since 1998 where he mentors graduate MBA students. Throughout his career he has been active on numerous boards and committees of civic, religious and educational organizations.

  • Melissa Hawkins , Manager of Client Service and Marketing

    Melissa joined SFMG in the summer of 2010. With a strong commitment to service excellence, she brings tremendous organizational, interpersonal, and technical skills to the firm.  As the Client Service Manager, it is her responsibility to ensure client service needs are met with professional efficiency and a personal touch.

  • Timothy M. Flannery , Manager of Operations

    Education: Rutgers University, Bachelor of Arts in Pre-Law (Political Science and Philosophy double major); Villanova University, Graduate Certificate, LEAN Six Sigma

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    Tim Flannery joins SFMG Wealth Advisors from Edward Jones Investments where he most recently worked as a Financial Advisor with an office in Celina, TX for the past two and a half years. Tim has a passion for serving others and for creating exceptional client service experiences. He has served as an officer in the US Navy and Navy Reserve for 15 years in addition to leading global teams of service and support professionals in various senior management positions across multiple Fortune 500 corporations for the past 18 years.

  • Garrett Cayet , Manager of Investment Research

    Education: University of Texas, Bachelor of Business Administration in Finance and Investment Management

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    Garrett joined SFMG in February of 2013 as an Investment Analyst. He has over 5 years of experience in the financial services industry. At the University of Texas, he was a member of the University Finance Association and Business Students Abroad Organization. He is a Level III CFA candidate.

  • Rob A. Jones , Investment Analyst

    A native to Dallas, Rob grew up in Plano, Tx and now lives in Frisco with his family.  He enjoys spending time outdoors with his wife Paulette, and his three children, Riley, Sophia, and James. Rob has been working in the financial industry since he graduated from The University of Texas at Dallas with a Master’s in Finance.  His experience includes consulting for over 20 RIA’s and working at a brokerage firm to help private investors better understand the currency market.  Growing up he was an inaugural member of the Plano Lacrosse Association, and has been helping the Plano West Lacrosse Association ever since.  In his free time, Rob coaches his Son’s baseball team and enjoys time at the lake with his family.

  • Nick Gaumer , Trading and Compliance Associate

    Education: University of North Texas, Bachelor of Business Administration in Finance

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    Nick joined SFMG in June of 2013 as a Trading and Compliance Associate. Prior to joining the firm, he worked in the Compliance Office of a multinational financial services corporation. At the University of North Texas he held leadership positions in a number of philanthropic and social student organizations. He is a Level 1 CFA candidate.

  • Stephanie F. Poorman , Senior Financial Planner

    Education: Miami University, Bachelor of Science in Business - Accounting and Finance; UT Dallas, Master of Arts in Teaching Mathematics

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™, CPA* - Certified Public Accountant

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    Stephanie has over 25 years of experience in accounting, finance, investment management, and financial planning. She joined SFMG in 2015 when PPG Investments merged with SFMG. She began her career at Shell Oil Company in Houston, working in many areas of accounting and finance. In the Shell Pension Trust department she was on a three person team that managed $1.2 billion in equity investments. After leaving Shell she moved to Plano, completed a Master’s degree, and became Controller for a private technology company. In 2007 she joined PPG Investments.

    Her community service includes leadership in Girl Scout and Boy Scout troops and volunteering as treasurer for multiple organizations. She is a member of the Financial Planning Association (FPA).

  • Crystal L. Billing , Senior Financial Planner

    Education: The University of Texas at Dallas, Master of Business Administration – Accounting; University of North Texas, Bachelors in Business Administration - Financial Planning

    Designations: CFP® - CERTIFIED FINANCIAL PLANNER™

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    Crystal joined SFMG in 2016 after serving as Senior Financial Advisor and Compliance Manager at CFO4Life for 10 years. Crystal brings over 15 years of experience with serving high net worth individuals and their families. Her experience and passion for helping people is a real asset to SFMG and our clients.

    As a Senior Financial Planner, it is her responsibility to ensure that we fully understand our clients’ overall financial goals and objectives in order to build a comprehensive financial plan for achieving them.

    Crystal is a member of the Dallas Estate Planning Council and currently serves on the Board of Directors for DFW chapter of the Financial Planning Association. Due to her dedication and commitment to clients and the financial planning industry, Crystal has been consistently recognized by D Magazine as one of Dallas’ Best Financial Planners.

    Crystal is a native Texan, born and raised in Allen, just outside of Dallas. When she is not serving clients, Crystal enjoys spending time with her family and friends, playing soccer, and traveling.

  • Linda Braund , Financial Planning Analyst

    Education: University of North Texas, Bachelor of Business Administration in Finance

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    Linda joined SFMG in June of 2013 as a Customer Service Associate. With several years of customer service experience in the banking industry, she brings persistence and dedication to the team. She is a CFA level 1 Candidate.

  • Gay L. Lewis , Client Service Specialist

    More information about Gay coming soon!

  • Brittany Castaldi , Client Service Associate

    Brittany joined SFMG in June of 2015 as a Client Service Associate. With an extensive administrative and customer service background, she brings a friendly and professional demeanor to the team.

  • Victoria F. Hubbard , Client Service Associate

    More information coming soon!

  • Maggie Biggs , Client Service Coordinator

    Bringing a strong background in customer service, Maggie joined SFMG in November of 2011 as the Office Receptionist. Maggie enjoys the client interaction while answering phones and greeting visitors. Maggie brings a lot of enthusiasm to the workplace.

  • Kaitlin Burge , Receptionist

    More information about Kaitlin coming soon!

  • Jennifer R. Kislig , Business Development and Executive Assistant

    Education: California State Polytechnic University, Bachelor of Science in Business Administration and Marketing

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    Jennifer joined SFMG Wealth Advisors in April of 2015 as a Business Development and Executive Assistant. She brings 12 Years of experience in the financial industry, including Private Wealth Management and banking with a focus in Client Relations.

    Her community service includes leadership in Girl Scouts of Northeast Texas; Lucille Rogers Ashley Elementary PTA and the Frisco Gifted Association.

  • Austin Newell , Technology Support Associate

    Austin joined SFMG in January of 2017 as a Technology Support Associate. With years of experience within the Information Technology industry, he brings innovative technology solutions, expertise in technology problem-solving, and a strong focus on cybersecurity.  In Austin’s free time he is glued to a computer either programming, gaming, or learning new technology.  Austin also enjoys the great outdoors while camping, hiking, and bike riding.