• Financial Planning Analyst

Avery J. Klatsky


Meet Avery J. Klatsky

Avery joined SFMG in January 2023 as a Financial Planning Analyst after interning the summer prior as a Financial Planning Intern. A Plano native, Avery graduated Magna Cum Laude from the W.P. Carey School of Business at Arizona State University with a BS in Finance and BA in Financial Planning in December of 2022. He loves how compassionate and dedicated SFMG is towards its clients in every aspect of wealth management. Outside of his time in the office, Avery enjoys spending time with friends and family, listening to country music, following Formula 1, and rooting for the Dallas Stars.


Arizona State University – Bachelor of Science, Finance

Arizona State University – Bachelor of Arts, Financial Planning

Professional Involvement

Financial Planning Association – DFW Chapter

AEPi Dallas Alumni Association

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk