Greg Morgan, the founder of Strategic Financial Management Group, has over 25 years of experience in providing individuals with comprehensive financial planning and management and investment advisory services.  Mr. Morgan became a Certified Financial Planner Practicioner in 1987 and SFMG became a Registered Investment Advisor in 1992.  He is a member of the Financial Planning Association (FPA) and has been named to Marquis’s National “Who’s Who” in Industry and Finance.  Mr. Morgan has also been selected to “Bloomberg’s Top Wealth Managers" and by D Magazine as one of the “Best Financial Planners in Dallas”.

David White has over 30 years of experience in providing his clients with comprehensive financial planning and investment advisory services. Mr. White began his career as a financial analyst with American General and worked as a financial consultant for CIGNA prior to being a founding partner of Baker & White, LLC (a Registered Investment Advisor) in 1984. In 2002, Mr. White became a partner in SFMG. He is a member of the Financial Planning Association (FPA) and has been selected to "Bloomberg's Top Wealth Managers" and by D Magazine as one of the "Best Financial Planners in Dallas".

Craig Greenway has over 25 years of experience in financial and tax consulting and analysis. Over his career he has served a diversified client base including individuals, trusts, and closely held businesses. Mr. Greenway became a Certified Public Accountant in 1983 and a Certified Financial Planner in 1987. He earned the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist designation in 2006. He is a member of the AICPA and the Financial Planning Association. In the past, Mr. Greenway has been selected by D Magazine as one of the "Best Financial Planners in Dallas". He is currently active in the Communities in Schools outreach program and is on the Advisory Board to the University of Texas Accounting Department at the McCombs School of Business. He has been active for the past 20 years in various local government, charitable, civic, and religious organization boards.

Kevin Margolis joined SFMG in 2002 and rejoined in 2004 after serving as a client service director at Tolleson Wealth Management. Kevin began his career in financial planning, estate planning, investment management, risk management, and tax planning at KPMG Peat Marwick as a tax manager. He then worked for Medaphis Physician Services and Orthalliance, two publicly traded physician practice management companies, overseeing both the financial and operational aspects of physician practices. Kevin also served as chief financial officer for a value-added reseller of dental products. He currently serves on Temple Shalom's Campaign Cabinet. He previously sat on the board of Carter BloodCare Foundation and was an active member of the steering committee for the Vivaldi Patron Circle of the Dallas Symphony Orchestra. He also previously served as the financial services division co-chair of the Jewish Federation of Greater Dallas and served on the Professional Advisory Committee to the Dallas Jewish Community Foundation. In addition to being a Certified Public Accountant and Personal Financial Specialist, Kevin is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants Personal Financial Planning division, and the Dallas Estate Planning Council.

Barry Evans has over 35 years of experience as an investment analyst, portfolio manager, and financial advisor. Mr. Evans’ career began in a bank trust department (1972-81), followed by his founding of Southwest Strategies (a Registered Investment Advisor) in 1981. Southwest Strategies provided comprehensive investment advisory services and financial counseling to high net worth individuals, professionals, and financial institutions. Mr. Evans has previously been selected to “Bloomberg's Top Wealth Managers” and by D Magazine as one of the “Best Financial Planners” in Dallas. In 2007 Southwest Strategies was merged into SFMG.

 

Ryan Blair joined SFMG in the spring of 2006 as a Client Service Analyst.  He passed the CFP® exam in July 2007. At Texas Tech, Ryan served on various committees of the Personal Financial Planning Association. He served as president, vice president and treasurer of his fraternity and was selected to represent Texas Tech in the American Express Planning Invitational where his team placed nationally.  In addition, Ryan served as both a counselor and educator for Red to Black, a volunteer student program focused on providing free financial education and assistance to students. Ryan is a member of the Financial Planning Association.