Chase ThomasCFP®, CPA

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.