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Shay Morris, AFC, CFP®, EA

Shay Morris, AFC, CFP®, EA

Service Advisor

Shay, a Texas A&M graduate, strives to create holistic yet individualized solutions for each client that consider their unique circumstances, goals, and risk tolerance. She believes in giving back to the community, and serves on the MAPS 4 Citizens Advisory Board and MAPS 4 Community Subcommittee. In her spare time, Shay enjoys reading, riding her motorcycle, and spending time with her husband and three dogs.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.