Sally is an Administrative Associate at Workman and Associates, playing a key role in supporting both clients and advisors with exceptional customer service. With nearly 21 years of experience in the banking industry, she brings a strong foundation in financial services and a steadfast commitment to providing professional, reliable support. Her banking background has equipped her with the organizational and communication skills essential for the fast-paced world of financial planning.

Sally holds a Bachelor’s degree in Criminal Justice and applies her problem-solving abilities to enhance the efficiency and success of the office. A lifelong resident of Cass County, she has deep roots in the community she proudly serves. Sally is married to her husband, Tim, and together they have three children and six grandchildren.