Our Story

Farley and Associates draws its strength from a rich family legacy that began in 1963, rooted in the insurance and financial services industry. For generations, the Farley family has been dedicated to providing trusted solutions and personalized support to meet the unique needs of individuals and businesses across Texas. This enduring commitment laid the foundation for Farley and Associates, established to carry forward the family’s values of expertise, reliability, and integrity.

As the industry evolved, Farley and Associates adapted to meet the challenges of a changing world. The second generation of leadership infused the company with fresh perspectives, combining time-honored principles with forward-thinking strategies. By integrating data analytics, automation, and advanced technology, the company delivers solutions that are both innovative and effective while maintaining its dedication to client-first service.

Today, Farley and Associates honors its family heritage by continuing to prioritize integrity, expertise, and personalized care, forging a path toward the future while staying true to its roots.

Our Team

Joseph Farley

Partner

Joseph Farley is a second-generation deal-making professional with decades of experience in business development and strategic growth. Drawing on a family legacy of expertise and innovation, he has built a reputation for driving organic expansion and accelerating growth through mergers and acquisitions. Joseph’s strategic approach combines a deep understanding of market dynamics with a talent for forging meaningful partnerships and identifying high-value opportunities. His ability to deliver tailored solutions and manage complex transactions has consistently resulted in measurable success for clients and stakeholders. By leveraging his extensive experience and forward-thinking strategies, Joseph continues to position businesses for sustained growth, adaptability, and long-term success in an ever-evolving marketplace.

Sherry Shi

Partner

With decades of experience in technology and data analytics across various industries, Sherry Shi is a visionary leader transforming traditional risk management through innovative solutions. By leveraging AI, automation, and disruptive technologies, she redefines how insurance and financial services operate, streamlining processes and delivering tailored, client-focused solutions. Sherry’s expertise in integrating advanced data analytics empowers businesses to enhance decision-making, drive efficiency, and achieve superior outcomes. Her modern, technology-driven approach ensures that clients benefit from cutting-edge, personalized risk management strategies that meet the demands of a rapidly evolving landscape.

Our Approach

At Farley and Associates, our approach is rooted in understanding, innovation, and execution. We begin by deeply understanding your unique challenges and goals, conducting comprehensive assessments to uncover risks and opportunities. Leveraging our expertise in data analytics and advanced technology, we design customized strategies that address immediate needs while building long-term resilience. From tailored insurance solutions to financial planning and risk management, we deliver results with precision and care. Our commitment to collaboration and continuous improvement ensures that we not only meet your expectations but help you achieve lasting success.