At Whitaker-Myers Wealth Managers, as a compliance specialist, Kelly is passionate about a high standard of excellence and integrity in conduct. She works to foster an appropriate culture, preserve the confidentiality of information, monitor the financial activities and report on the compliance systems.
Before joining the WMWM team, Kelly taught middle and high school math for 19 years. She even taught Dave’s Financial Peace to juniors and seniors for a few years.
Kelly lives in Mansfield, Ohio with her husband, Doug. They have two children. Kelly and her family are members of Crossroads Church where her husband is one of the pastors, and she serves in the nursery. She also coaches varsity softball at Mansfield Christian School. In Kelly’s free time, she loves spending time on the golf course and trying new recipes.