Chase Thomas
- Role
- Senior Wealth Advisor at SFMG Wealth Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chase Thomas
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA)…
Experience
Senior Wealth Advisor
Apr 2022 — Present
Education
Baylor University - Hankamer School of Business
BBA, Accounting
2007
Southern Methodist University
Certificate in Financial Planning, Financial Planning and Services
2016
Skills
- Tax Advisory
- Income Tax
- Partnership Taxation
- Financial Planning
- Estate Planning
- Corporate Tax
- Accounting
- Comprehensive Planning
- Cpa
- Tax Returns
- Registered Investment Advisor
- Tax
- Tax Planning
- Investment Advisory
- Tax Preparation
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