SFMG Wealth Advisors

In observance of Independence Day, our office will close at 3:00 p.m. today, Wednesday, July 3rd. We hope everyone has a wonderful and safe holiday as we celebrate our nation's freedom and independence. We will resume normal business hours on Friday, July 5th. Happy Fourth of July! 🎆 #IndependenceDay #July4th #SFMGWealth

In observance of Juneteenth, our office will close at 3:00 p.m. today, June 18th, and will reopen on Thursday, June 20th. Juneteenth is a significant day in American history, commemorating the end of slavery in the United States and celebrating freedom and justice. We encourage everyone to take this time to reflect, educate, and celebrate the progress made towards equality. #Juneteenth #SFMGWealth #Community #Reflection #Education

🏖️ Yesterday afternoon, our team enjoyed some fun in the sun at the fourth annual SFMG Summer Fun Extravaganza! It was a great afternoon filled with laughter, camaraderie, and memorable moments. 🍉These events not only bring us closer together but also enhance our collaboration and teamwork, making us even more effective in serving our clients. 👏A big thank you to everyone who participated and made this day so special. We can’t wait for the next adventure! 🚀 #TeamBuilding #SummerFun #SFMGWealthAdvisors #WorkHardPlayHard

We're ecstatic to welcome Corey Orthengren, Financial Planner, to the SFMG Family! Corey is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant (CPA), and brings over two and a half years of experience in the industry. He has already begun to assist in refining our approach and processes across teams, proving to be a valuable addition for the firm and our clients. Welcome, Corey! We're glad you're here! #SFMGWealth

We are thrilled to announce that on April 24, 2024, Tyler Young received the Horizon Alumnus Award from his alma mater, West Texas A&M University! This award recognizes individuals who have achieved significant career advancement in the early stages of their career, and Tyler truly embodies this honor. For the past seven years, Tyler has dedicated his time as the WT CFA Research Challenge team mentor, guiding each team and its members from December to February. His commitment to fostering the next generation of financial professionals is truly inspiring. In addition to his mentorship, Tyler established the Mary and Terry Young Family Scholarship, named in honor of his parents. This scholarship celebrates their perseverance and dedication to instilling the importance of higher education in future generations. Please join us in congratulating Tyler on this well-deserved recognition! 👏 Tyler did not pay to be considered for the Horizon Alumnus Award. #SFMGWealth #HorizonAlumnusAward #WTAMU #Mentorship

Today, we're shining a spotlight on Managing Director, Shashin Shah, CFP®, CFA, who recently celebrated an incredible milestone of 30 years in the financial industry! 🌟 As a seasoned professional, Shashin's dedication has made a lasting impact on our team and clients alike. 👨💼 Shashin's commitment to excellence extends beyond his role at SFMG Wealth Advisors. He serves as a passionate advocate for financial literacy and professionalism, proudly representing the CFP Board as an ambassador and contributing his insights as a board member for the CFA Society of Dallas-Fort Worth. 💼 Shashin has been named to D Magazine’s list of Best Financial Planners each year since 2006. He received the 2007 FPA DFW Honors Award and the 2009 FPA DFW Chairman’s Award, and was nominated for the FPA’s highest honor, The Heart of Financial Planning Award in 2009. In 2023, Shashin was named to Advisor Hub’s Top 100 RIA Advisors to Watch. Shashin did not pay to participate in any of the above rankings. 👨👩👦👦 Outside of the office, Shashin finds joy in spending time with his family. He and his wife Mary are proud parents to three energetic boys who keep them on their toes, and on the move with their involvement at Jesuit and St. Thomas. 🎉 Join us in congratulating Shashin on this remarkable milestone and thanking him for his unwavering dedication to our team, clients, and community! Here's to many more years of success and impact ahead! 🚀 #SFMGWealth #30YearsStrong More information on the awards described can be found at https://lnkd.in/gW9f5_8f.

We are thrilled to announce the appointment of Melissa Hawkins to Executive Director, joining the Board of Directors. With Melissa’s exemplary track record, deep industry knowledge, and unwavering commitment to client success, we are confident in her ability to lead our firm to new heights. This appointment reflects not only Melissa’s outstanding contributions but also our dedication to nurturing talent and excellence within our organization. Congratulations, Melissa! We appreciate your diligence and commitment to SFMG. #SFMGWealth

In honor of Memorial Day, our office will close at 3 PM today, Friday, May 24th. We will resume regular office hours on Tuesday, May 28th. Memorial Day is a time for us to remember and pay tribute to the brave men and women who have made the ultimate sacrifice for our country. We wish you all a meaningful and safe holiday weekend as we reflect on the freedoms we enjoy and the heroes who have secured them for us. #MemorialDay #SFMGWealth

⛳️ Teamwork makes the dream work! Our recent team-building event at Puttery was a hole-in-one success! 🏌️♂️It's moments like these that strengthen our bond as a team and reinforce our commitment to collaboration. Here's to more fun and productive times ahead! #SFMGWealth #TeamBuilding

Join us in congratulating Avery Klatsky on completing all requirements to achieve the designation of Certified Financial Planner™️ professional! Avery’s dedication and knowledge make us proud to have him as part of the SFMG team. Here’s to many more successes ahead! Congratulations, Avery! #SFMGWealth