Sally Jilek is a Client Service Associate on Credent’s Private Wealth Team, where she delivers a seamless experience for individuals and families seeking comprehensive, bespoke wealth management, financial planning, and ultra-high-net-worth advisory services. With over 20 years of experience in finance, she ensures clients get the support they need to achieve their goals, preserve their wealth, and streamline their finances.  

Before Credent, Sally earned a Bachelor of Business Administration in finance from Texas Tech University and built a successful career in a variety of client-focused financial services roles, including positions with BFS Advisory Group, LPL Insurance Associates, and RAA/Allworth. She believes exceptional client service begins with listening, understanding each client’s unique circumstances, and creating an experience where they feel valued, respected, and cared for. 

Outside of the office, Sally enjoys cooking, baking, gardening, running, following college football, and spending time with her husband and their two daughters. She is also active in her community through volunteer work with her church and The Stewpot in Dallas.  

“As a dedicated client service professional, I take pride in being a trusted resource and solution provider. Whether anticipating needs, resolving complex issues, or simply adding thoughtful personal touches, my goal is to make every interaction seamless and memorable.” 

What are you most proud of?  

My children have grown into beautiful, responsible, accomplished young women. 

What’s the best trip you’ve ever taken? 

That is a hard one. Each of my trips has a special meaning to me. I went to Croatia last summer, which was amazing— beautiful crystal-clear blue waters, gorgeous scenery, lovely people, and new friends. But the truly best trips are when my family goes to the Florida panhandle, rents a house, and hangs out together. 

What’s one thing you’ve always wanted to do?  

Buy an early 20th century home and redo/refurbish it myself (and maybe even make it a side business along with refinishing furniture). I have also always wanted to be an artist (specifically a painter!)