Chase Thomas

Chase Thomas, CFP®, CPA, currently serves as a Senior Wealth Advisor at SFMG Wealth Advisors and is the Founder and Principal of Elm Valley Group, where a comprehensive and customized approach for efficient tax planning is developed. With extensive experience in wealth management and financial planning, Chase has previously held positions at HFS Wealth Management as a Wealth Manager, Cain Watters & Associates as a Financial Planner, and Deloitte, where strategic international tax planning and consulting were key responsibilities. An early role as a Tax Manager at Burds, Reed & Mercer PC focused on partnership, trust, and individual tax compliance. Chase holds a BBA in Accounting from Baylor University and a Certificate in Financial Planning from Southern Methodist University.