SFMG Wealth Advisors
Crystal Billing, MBA, CFP®, AEP, serves as the Senior Wealth Advisor and Chief Compliance Officer at SFMG Wealth Advisors since April 2016, where responsibilities have included roles as Wealth Advisor, Manager of Financial Planning, and Senior Financial Planner. Prior to SFMG, Crystal Billing worked at CFO4Life from 2006 to 2016 as Manager of Planning Solutions & Compliance and as a CERTIFIED FINANCIAL PLANNER™. Crystal Billing began the career at Spectrum Financial Group as a ParaPlanner from January 2000 to December 2004. Educational qualifications comprise a Bachelor of Business Administration in Financial Planning from the University of North Texas and a Master of Business Administration in Taxation from The University of Texas at Dallas.
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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.