About Yield Financial Advisors, Inc.

Wendell W. Brock, MBA, ChFC, earned his Masters of Business Administration from Utah State University and his Bachelor of Science degree in financial planning from Brigham Young University. Upon graduation, he spent four years in commercial real estate and residential appraisal in Arizona. He then practiced business consulting and financial planning as a senior financial consultant in Salt Lake City, Utah. Serving as the general securities registered principal managing a branch office for a broker/dealer. In 1995 he completed the national exams for the Chartered Financial Consultant professional, designation, ChFC, from The American College, in Byrn Mawr, Pennsylvania. He added de novo bank consulting to that mix in 2001, when he and his team won regulatory approval of his first bank application. In the spring of 2012 he organized and received a license for Yield Financial Advisors, Registered Investment Advisory Firm, licensed by the Texas State Securities Board. With this firm he manages investment assets for his clients as well as provides comprehensive financial planning services. He also holds an insurance license in several states. His consulting practice is located in the Dallas, Texas Metro Area, which is more accessible to a nationwide client base. Helping people succeed is a passion; financial and personal success is defined differently by every person. He is happily married to his amazing wife, Taunie for 35 years, and they have six children, 18 grandchildren!

Jess Morris is a multifaceted professional with a diverse background spanning education, wellness, entrepreneurship, and administration. She studied psychology at the University of Utah and began her career working in special education, where she developed a deep appreciation for individual learning needs and inclusive environments. In 2007, Jess shifted her focus to raising her daughters, while continuing to grow personally and professionally. As a small business owner, she launched and operated a custom bakery known for its highly detailed, design-focused baked goods. Her experience managing the business sharpened her skills in customer service, time management, and creative problem-solving—particularly under pressure. Over the past five years, Jess has also built a strong foundation in administrative work, supporting our business and clients through efficient organization, communication, and back-end operations. In addition to her work in wellness and business, Jess developed an interest in personal finance. She continues to expand her knowledge in key areas such as budgeting and cash flow management, risk and insurance planning, estate strategies, retirement planning, tax fundamentals, and bookkeeping. Originally from Salt Lake City, Utah, Jess has lived across the country and now resides on a farm with her two daughters. She enjoys spending her free time with them, embracing a lifestyle rooted in balance, hard work, learning, and intentional living.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.