Who We Are2019-12-17T18:43:45+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 49 years and have two daughters, Janelle and Jessica.  They are 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 currently resides in Woodway, TX.  He has 2 children, one grandson & his faithful dog Zac. Krystina, his daughter, graduated from Baylor University and lives in Pflugerville, TX with her husband, Mark, and their son Parker. Connor, his son, is a graduate of 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

Grayson Palmer

Associate with Jim Morrison Financial Services

Grayson is a Waco native, born and raised.  He attended Louisiana State University, graduating in 2014 with a Bachelor of Science in Business.  While there, he was an active member of the Kappa Sigma fraternity.  Before joining Jim Morrison Financial, Grayson worked for Kestra Financial, a broker-dealer.  There he gained experience in customer service and wealth management.

Grayson’s approach to financial planning is first taking the time to listen and understand the clients’ financial situations and goals. After this, he offers recommendations and strategies individually tailored to achieve the clients’ goals.  Whether you’re planning for retirement, needing help with budgeting, looking to save for college for kids, or leaving a legacy, we can work together to achieve your dreams!

Grayson achieved his CFP® designation in August 2019.  He also holds his Series 7 & 66 licenses.

When he’s not at the office, you can find Grayson out around town with his dog, or enjoying the outdoors backpacking or fishing.

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

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Michelle Mendoza

Office Manager with Jim Morrison Financial Services

Michelle has been with Jim Morrison Financial Services, Inc. since October 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, TX. Her oldest son is currently active with the US Navy and her daughter is a senior at University High School with plans to attend to McLennan Community College.  Michelle enjoys cooking, traveling, being outdoors, riding her motorcycle & mostly spending time with her family.

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Talena Flynn

Client Service Associate with Jim Morrison Financial Services

Talena was born in Waco, TX and grew up in Lorena, TX where she graduated in 2002. She attended McLennan Community College for Cosmetology in 2005 and worked in a salon for 7 years. Talena then moved into Customer service and accounts payable thereafter. Talena joined Jim Morrison Financial Services, Inc. in October 2019 where she works with clients to ensure their needs are met in an efficient and timely manner.

Talena is married to her husband Zachary Flynn, raising their two children ages 2 and 10 in Robinson Texas. Talena loves animals and spending time with her family. She also enjoys arts & crafts, reading, family camping trips, going to the beach, and volunteering at her church.

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