Today we are proud to announce seven new stakeholders have joined SFMG Wealth Advisors’ ownership group.
Melissa Hawkins, Director of Operations; Garrett Cayet, CFA, Chief Investment Officer; Nick Gaumer, Manager of Trading & Compliance; Crystal Billing, CFP®, Wealth Advisor and Chief Compliance Officer; Tyler Floyd, CFP®, Wealth Advisor; Shannon Pope, CFP®, Manager of Financial Planning; and Devin DeLapp CFP®, CDFA®, Associate Wealth Advisor, have joined the firm’s five Managing Directors as stakeholders as SFMG continues to formally engage and promote its next generation of leaders.
“SFMG Wealth Advisors is thrilled to be able to add this next generation of leaders to our firm ownership structure. SFMG started this journey nearly 20 years ago with one core value that has always been the most important to our success and that is to always do what is in the best interest of our clients. What I have witnessed over the years watching this group of seven new stakeholders is an unbreakable commitment to protect our clients and help them gain Confidence for Life” said Kevin Margolis, CEO and Managing Director. “When we came together in 2002, we couldn’t have imagined a more dedicated, passionate, intelligent and collaborative group of leaders to represent the firm and our future. I am very proud of this group and our entire team. SFMG and our clients are blessed with a team that truly cares and they are ready to serve our clients, our community and each other for many years to come!”