BIO
Meet Chase Thomas
Chase joined the SFMG family in April of 2022 with over a decade of experience spent in both the wealth management and public accounting spaces. Originally from Dallas, Chase spent his undergrad as a Division I golfer and loves the team aspect of competition. Chase was drawn to SFMG because of the firm’s team-based approach to financial planning. He often considers himself as a “financial coach” to his clients, helping them navigate complex and emotional aspects associated with their finances. When Chase is not in the office, he enjoys spending time with his wife and two sons, playing golf, and rooting for the Dallas Cowboys.
Education
Baylor University – Bachelor Business Administration, Accounting
Southern Methodist University – Certificate in Financial Planning
Professional Involvement
Financial Planning Association – DFW Chapter
Dallas Estate Planning Council
Texas Society of Certified Public Accountants
Association of International Certified Professional Accountants
Baylor Angel Network
Philanthropic Involvement
Coppell Youth Soccer Association
Coppell Baseball Association
Coppell Family YMCA
Credentials / Certifications
CERTIFIED FINANCIAL PLANNER™ – CFP®
Certified Public Accountant – CPA
More About Chase Thomas
Words to Live by
Trust. Abide. Love. Serve.
Q+A with Chase
I was born and raised in Dallas, Texas.
Coffee, but I am naturally a morning person, so it doesn’t take much caffeine to get ready for the day.
Golf and all Dallas sports teams, especially the Dallas Cowboys