Sally has been with RiverTree Advisors and its predecessor firms since 2003 and is responsible for all client service and many operations areas. She brings to the firm over 30 years of experience in trust and probate administration, with additional experience in investments, tax and office management. Originally interested in becoming a stock broker, she interviewed with the trust department of a local bank, which developed into her long career in trust and estate administration.
Later in her career, Sally was drawn to Christian service, first by working at Crown Financial Ministries, and then as the assistant to two ministers at a 5,000 member church in Orlando. There she managed the church’s benevolence fund and co-led the annual fundraising event for two ministries to the homeless, which led her to a love of supporting missions. Sally believes strongly in serving clients with a caring spirit and attention to detail.
Originally from Cleveland, Ohio, Sally first visited Florida as a college sophomore, leading her to transfer to Rollins College in Winter Park, Florida, where she earned a B.A and then an M.B.A., back when it was rare to find a woman in the business school. She also is a graduate of the Florida Trust School at the University of Florida. When not working, Sally enjoys Bible study, genealogy, swimming and antiquing.