Greg P. Morgan
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
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
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).
Kevin W. Margolis
Kevin has over 25 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, and the Financial Planning Association (FPA).
Ryan J. Blair
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 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
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.
Barry L. Evans
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
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).
Crystal L. Billing
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.