SFMG Wealth Advisors
Angelica M. Lopez currently serves as the Controller at SFMG Wealth Advisors, a position held since November 2019, having previously held the role of Assistant Controller. Prior professional experience includes roles as Corporate Accounting Manager and Corporate Accountant at Peloton Commercial Real Estate from February 2013 to December 2019, and Staff Accountant at Jackson Cooksey for a brief period in 2012. Angelica's career commenced at Navarro Orthodontix, where responsibilities included serving as Human Resources Manager and Accounts Receivable/Medicaid Billing Expert from March 2005 to June 2012. An early position as Accounting Clerk B was held at Richland College from 2004 to 2005. Academically, Angelica earned a Master of Business Administration in Accounting from Dallas Baptist University, a Bachelor of Arts and Sciences in Spanish from the University of North Texas, and an Accounting Associate degree from Richland Community College.
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SFMG Wealth Advisors
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.