“I have a heart for serving people, and I love that I’m able to do that as a career.”
Sally Morris is our branch office administrator and holds her general lines license, allowing her to assist our clients with life, accident, health, property and casualty insurance. With more than a dozen years of experience in the financial services industry, she has seen nearly everything. She previously advised clients on banking services, managed customer bank accounts and resolved issues with those accounts, so working with financial clients has become second nature.
If you’ve worked with us, you’ve probably had the pleasure of speaking with Sally. She works with all of our clients, serving their needs in an administrative capacity. Her favorite part of the job is forming relationships, which tend to develop quickly in such a personal industry. “I love getting to know them and helping them with tasks. They become more like friends and family than just clients,” she says.
She’s also passionate about our abilities as an independent financial advisory firm. Our access and mission work hand-in-hand, pushing us toward your goals, no matter how big or how small. Sally says, “I’m on the front lines with everyone who walks into our office or calls us on the phone. It’s up to me to understand them and their objectives, then we can develop a plan to achieve their view of financial success.”
Sally hails from Riesel, Texas, a small town just an hour away from our office in College Station, and she attended McLennan Community College in Waco. She remains active in the McLennan County community, participating in the county’s 4H program and its junior livestock show. She has deep roots in the farming community and assists youth organizations that support agriculture and the land. “It’s my present, but it’s also the future,” Sally says. “I also love being from a small town where everyone in the community cares about each other so much.”
She is now coming up on twenty years of marriage to her husband Jacob. They have two amazing children named Madison and Branson. Family is everything to Sally, and her greatest achievement is becoming a mother. She spends nearly all of her free time with Jacob and her children, and the four of them love to go camping and to the lake. They also breed and raise show pigs, which they show all over the great state of Texas.
Whether she’s at home with her family or at work with friends and clients, Sally’s adoration for people shines. “I love to hear my phone ring because it means that help is on the way,” she says. “I have a heart for serving people, and I love that I’m able to do that as a career.”