Sally is a Client Services Representative who plays a key role in supporting the client service, financial planning, and investment teams—handling both ongoing and ad-hoc needs to help ensure a smooth and positive experience for every client. Known for her thoughtful listening, clear communication, and sharp attention to detail, Sally focuses on building lasting client relationships based on trust, honesty, and transparency.
Sally graduated from Texas Tech University with a BBA in Finance and holds Series 6 and 63 (held with NewEdge Securities, Inc.) licenses in addition to a general lines insurance license along with a Certification in Long Term Care (CLTC).
Outside of work, Sally is committed to continuous growth, faith, friends, and family. She is an avid runner, gardener, cook, and baker with a special autumn weekend love for college football.