• Senior Wealth Advisor

Chase ThomasCFP®, CPA

  • Years In Industry10
  • Years with SFMG2

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 culture and team-based approach to financial planning and investment management. 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 family, coaching his two son’s sports, playing golf, and rooting for the Cowboys, Mavs, Stars and World Champion Texas Rangers.


Baylor University – Bachelor Business Administration, Accounting

Southern Methodist University – Certificate in Financial Planning

Professional Involvement

Baylor Angel Network

Financial Planning Association – DFW Chapter

Dallas Estate Planning Council

Texas Society of Certified Public Accountants

Association of International Certified Professional Accountants

Philanthropic Involvement

Gleneagles Country Club – Board of Governors

Gleneagles Country Club – Golf Chairman

Coppell Youth Soccer Association

Coppell Baseball Association

Cottonwood Creek Elementary Dad’s Club – Co-Chairman

Credentials / Certifications


Certified Public Accountant – CPA

More About Chase Thomas
Words to Live by

Trust. Abide. Love. Serve.

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