At Whitaker-Myers Wealth Managers, Shelly performs account maintenance, prepares Morningstar reports for clients, inputs and tracks prospective client data and assists all advisors with forms and other various projects.
Before joining Whitaker-Myers, Shelly worked in the pharmacy industry. She more recently worked in the Lexington Local School District where she provided direct one-on-one education assistance to a student with special needs.
Shelly lives in Lexington, Ohio with her husband, Blair and their four children: Zane, Clay, Emma and Oliva. Her family attends Impact Church. In her free time, Shelly enjoys reading and watching her kids play high school and college sports. She also loves spending time with family and entertaining friends.