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Who We Are 2017-07-20T15:51:20+00:00

Who We Are

We serve our local community in the Waco, Texas area

Jim Morrison

Founder and Financial Advisor

Jim Morrison graduated from the University of North Texas in 1971 with a BBA majoring in Marketing. Jim is a registered financial advisor with Kestra Financial of Austin, TX.

Jim began his professional career with Southland Life as a Life Insurance agent in 1974, became assistant manager in 1976 and agency manager in 1978.

Jim started Jim Morrison Financial Services, Inc. in 1981 as an Independent Life Insurance agency. Working with families and closely held business owners, concentrating on Estate and Business Insurance planning. As his business prospered, he also became a financial advisor helping his clients in the comprehensive wealth management and retirement income strategies. His goal is to always help clients accumulate, preserve and help transfer their wealth.

Jim and his wife Judy have been married for 46 years and have two daughters, Janelle and Jessica, they’re also proud grandparents of four grandsons Jaxson, James Ryan, Finley and Fisher.

Jim offers securities through Kestra Investment Services, LLC and investment advisory services though Kestra Advisory Services, LLC.

Email Jim

Mark E. Zorn

Financial Advisor with Jim Morrison Financial Services

Mark graduated from The University of North Texas with a BBA majoring in Finance. Since 1991, Mark has been providing financial knowledge, solutions, service, and integrity to select businesses and families throughout the U.S. He and his experienced team work with clients on an individual basis to create truly personalized, comprehensive wealth strategies that run the gamut from basic needs to complex goals.

He is a dedicated advocate for his community and currently has sat on several boards including:

  • Greater Waco Chamber of Commerce
  • Chairman of the Business Retention and Expansion Committee
  • United Way of Waco-McLennan County – Allocation Committee
  • Texas Sports Hall of Fame

As a Financial Advisor, Mark focuses on getting to know his clients as individuals first, and investors second. He commits himself to treating his clients with the utmost respect, encouraging their aspirations, and working closely with them as they pursue their financial goals

Mark and his wife Lanna currently reside in Woodway, Texas. Krystina, their daughter, graduated from Baylor University and lives in Round Rock with her husband, Mark, and their son Parker. Their son Connor recently graduated Midway High School and is currently taking classes at MCC with plans to go to The University of Texas. Mark’s interests outside of family, career, and community include, playing golf with friends and traveling with his family.

Mark offers securities through Kestra Investment Services, LLC and investment advisory services though Kestra Advisory Services, LLC.

Email Mark

Elizabeth Stapleton

Client Relationship Associate with Jim Morrison Financial Services

Elizabeth moved to Waco, Texas in 2010 and started off handling Residential permits at the McLennan County Appraisal District for 2 years, 2012 changed careers to join American Amicable Life Insurance. Her position was in New Business and Claims Department. In 2016 she was presented the opportunity to join Jim Morrison Financial Services.

Elizabeth works closely with clients to ensure their satisfaction, making sure clients’ needs are being met in a timely and satisfactory manner. Build’s relationships with existing clients to ensure that they are engaged and getting the most value from our services.

Elizabeth and her husband David reside in Waco, Texas. They have five children, two that have recently graduated from Midway High School and three that have a few years to go. Elizabeth greatly enjoys family, camping and traveling.

Email Elizabeth

Michelle Mendoza

Office Manager with Jim Morrison Financial Services

Michelle has been with Jim Morrison Financial Services, Inc. since 1994 and has experience in all areas of the financial planning needs. She obtained her insurance license in 2002, provides the daily needs of running the office and is dedicated to provide quality service while going above and beyond client needs. She works closely with Jim Morrison and is his assistant.

Michelle resides in Waco and enjoys spending quality time with her family, traveling and riding her motorcycle.

Email Michelle