• Senior Wealth Advisor

Chase ThomasCFP®, CPA

  • Years In Industry9
  • Years with SFMG1

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.


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 Public Accountant – CPA

More About Chase Thomas
Words to Live by

Trust. Abide. Love. Serve.

Q+A with Chase
Where's your hometown?

I was born and raised in Dallas, Texas.

What beverage do you drink to energize (or are you naturally energized)?

Coffee, but I am naturally a morning person, so it doesn’t take much caffeine to get ready for the day.

What do you geek out about?

Golf and all Dallas sports teams, especially the Dallas Cowboys

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