About Us

Sherrill Morgan  Chairman of the Board

Sherrill Morgan

Chairman of the Board

Sherrill Morgan began his journey in the life insurance and estate planning world 45 years ago. The company was originally founded as Sherrill D. Morgan and Associates, Inc, though the name has since changed to SHERRILL MORGAN. Sherrill built his business from the ground up, focusing on building relationships with his clients. As business grew and his clients' needs expanded, Sherrill began moving the company in the direction of employee benefits. Today, Sherrill is still an active member in our community helping to fundraise for numerous causes through his involvement with the Rotary Club. He served as a past district governor for the International Rotary Club and he maintains a strong presence in the Rotary Club of Covington, KY.

Mark Morgan, President

Mark Morgan


In his 24 years at SHERRILL MORGAN, Mark has accumulated a wealth of experience in establishing and managing employee benefit plans.

As the founder of SHERRILL MORGAN’s group health division, he paved the way in developing a systematic approach to healthcare benefits for governmental clients and has personally managed over 150 of them. He is a licensed Agent and Consultant and per SHERRILL MORGAN policy, is up to date on the latest healthcare rules and regulations.

Understanding that an innovative approach is necessary to stay ahead in the healthcare industry, Mark has helped SHERRILL MORGAN to develop its partial self funding division which allows employers (especially government agencies) to have a measure of control over their healthcare costs. 

Mark is a leading proponent for transparency in healthcare costs and is regularly invited to speak at human resource conventions on health benefits and health care reform. Mark is also an active community supporter having served on the Boards of numerous organizations including Kids Helping Kids, the Steinford Toy Foundation, and Kentucky Health Purchasing. Mark has also served as the Chairman of Senior Services.

Mike Williams  Sr. Vice President, Sherrill Morgan

Mike Williams

Chief Executive Officer

Mike has been with SHERRILL MORGAN for more than 15 years and has been instrumental in developing the company's fully insured and small group divisions. As a licensed Agent and Consultant, Mike has extensive health insurance knowledge of claims issues, state laws and guidelines, and customer service. Mike is regularly sought to be a speaker on topics such as small group self funding and the opening of State and Federal Exchanges.

Mike is also an active member in the health care industry having served on several insurance company advisory boards and on several state advisory panels including the Insurance Coverage Affordability and Relief program in Kentucky. 

Valerie Morgan-Saunders

Chief Operating Officer

Valerie is a certified nutrition and wellness consultant at SHERRILL MORGAN, as well as a certified fitness professional. She is also a licensed life and health agent. With more than 20 years in the field of health and fitness management, Valerie has vast experience with implementing workplace wellness programs. She, in conjunction with other fitness professionals, developed a cutting edge workplace wellness program called L.E.A.N. Team. Valerie is an active L.E.A.N. Team coach and assists in fitness assessments as well as goal tracking.

Lisa Stamm, ESQ. Vice President, Sherrill Morgan

Lisa Stamm, ESQ.

Vice President, Consulting Services

Lisa is a graduate of Northern Kentucky University and the University Of Cincinnati College Of Law. As a licensed attorney, she is able to consult with clients regarding applicable state and federal laws regarding health plans. She is also knowledgeable about compliance with applicable laws, including federal health care reform, COBRA, ERISA, and HIPAA. 

Lisa works closely with the self funded team at SHERRILL MORGAN. Her work has led to the division's growth and success.

Lisa is also an expert and featured speaker on regulatory issues, particularly as they relate to health care reform.  She has been a member of the Kentucky Bar Association since 1992.

Adam Cahill

Vice President, Insurance Sales

Adam has been an integral part of the SHERRILL MORGAN team for 7 years. He is a knowledgeable and experienced expert in the individual benefits market including Medicare. His experience has helped him to build and sustain lasting relationships within the Northern Kentucky and Southern Ohio communities and for the last three years has consistently ranked as one of the top independently contracted agents for the Northern Kentucky market in Medicare sales.  Adam is available to answer questions daily about individual benefits or Medicare.