Our Team

President, Financial Advisor, Wealth Coordinator

713-673-9055

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The journey toward Sarah Mizell’s dream job as Financial Advisor and business owner has included time working as a sports journalist for the Associated Press, time on a commodities trade floor, a lead role in systems implementation at a large oil & gas company, earning a CFP® designation, and serving hundreds of families and individuals through a team of financial consultants at Houston’s First Baptist Church (HFBC). Sarah and her husband, Cory, see their role as filters in our clients’ lives who cut through the excess information and to help find meaning and peace of mind in their finances and lifestyle decision. Sarah is a captain on “Team Mizell,” a marathon runner, an active member of boards/ community organizations, and a co-teacher for her kids through Trinity Classical School. Team Mizell includes four beautiful kids, who keep life interesting and fun.

Experience:

• Valued Retirements, Inc., Chair of the Board, Wealth Coordinator, Financial Advisor: September 2021-Present

• Valued Retirements, Inc., Financial Advisor & Director of Marketing: October 2014-Present

• Julianna Poor Memorial Counseling Center Financial Counselor/ Volunteer: 2010-Present

• SBS Financial, LLC: October 2012-July 2014

• ConocoPhillips Commercial analyst, scheduler, and specialist: June 2009-July 2014

Education:

• Certified Financial Planner™ – 2015

• Licensed Texas Real Estate Salesperson with Century 21 Olympian – 2014

• New Mexico State University: BS Finance – 2009

• New Mexico State University: BA Journalism & Mass Communications – 2009

Business Counsel, Firm Partner

Born and raised in Houston, Mr. Morris has enjoyed being active in his local community, particularly with the First Baptist Church of Houston as a past chairperson of deacons. He was also involved with Living Water International and Millennium Water Alliance as the co-founder and chairperson emeritus.

During an earlier stage of his career, Mr. Morris served as an examiner for Stewart Title Austin Inc. He subsequently moved into several upper level management positions with Stewart Title Guaranty Company in Houston, from vice president of operations to the chairperson and chief executive officer over the next three decades. He worked for another 19 years with SISCO, first as the chairperson and co-chief executive officer and then as the vice chairperson until retirement. Outside of his commitments to the family business, he provided his expertise as an analyst for the Bank of the Southwest, as a business manager for Richard Hogue Evangelism Inc. and as a consultant for Morris, Lendais, Hollrah & Snowden PC, a law firm that specializes in real estate.

In recent years, Mr. Morris has become involved in the for-profit side of water. He has collaborated extensively with Weathermatic, a company based in Texas and a leader in smart water technology that saves approximately 50 percent of outdoor water use by using their patented technology. Mr. Morris also created a new company recently, Cronus Capital Partners LLC, which is a privately-held holding company that focuses on fracking and providing a green solution that is profitable.

Experience

• Stewart Information Services Corporation (SISCO), Vice Chairperson Emeritus

• Morris, Lendais, Hollrah & Snowden PC, Consultant

• Richard Hogue Evangelism Inc, Business Manager

• Bank of the Southwest, Analyst

• Living Water International and Millennium Water Alliance, Co-Founder, Chairperson Emeritus

• Stewart Title Insurance Company, Board Member

• Stewart Title Guaranty Company, VP of operations, Chairperson, CEO

• Stewart Title Austin Inc, Examiner

Education

• University of Texas, Master of Business Administration, 1972

• University of Texas, Doctor of Jurisprudence, 1970

• Southern Methodist University, BA Business Administration, 1968