• Associate Wealth Advisor

Brett RudmanCPA

BIO

Meet Brett Rudman

Brett joined SFMG in 2025 as an Associate Wealth Advisor. This is his first experience in the Wealth Management industry, and he was drawn to the field by the opportunity to combine data-driven thinking with meaningful human impact. He brings a unique blend of quantitative analytical skills and empathy, allowing him to solve complex problems while staying focused on the people those solutions are meant to support. With prior experience in financial consulting, data analysis, and client relationship management, his transition into the industry has been seamless, and his skill set has already translated well into helping clients pursue their financial goals.

His favorite part of SFMG is the collaborative culture that defines the firm. Working as a true team allows everyone to stay focused on what matters most—helping clients achieve Confidence for Life. SFMG provides Brett with the support and resources to channel his enthusiasm into delivering meaningful results for the families and individuals the firm serves. Having moved from Miami to Dallas just a month before joining SFMG, he feels especially fortunate to have found a place that feels like home.

Outside of work, Brett enjoys playing basketball, skiing, running, cooking, and—most importantly—being a dedicated husband and father to his two daughters, both under the age of three. He also spends his Saturdays at synagogue, where he connects with his community, continues learning, and takes time to reflect.

Education

University of Maryland, College Park – Bachelors in Economics

University of Miami – Masters in Accounting

Professional Involvement

Texas Society of CPAs (TXCPA)

Financial Planners Association (FPA)

Credentials / Certifications

Certified Public Accountant (CPA)

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