Meet The Team

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.

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  • Ricardo Medina
  • Client Operations Associate

The SFMG Difference

  • Fee Only
  • On Your Side
  • Going Beyond Expectations
  • Collaborative
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