Broker Check

Team

Carroll Wilkerson, CFP®

Founder/Senior Wealth Advisor

Carroll was born and raised in Northeast Missouri. He graduated from the University of Missouri-Columbia in 1984 with a degree in Fish and Wildlife Management, but his passion for people took him in a different direction. He entered...

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Jared Reynolds grew up on Truman Lake helping to run his family’s local business, Osage Bluff Marina & Resort. His earliest memories are of the Marina, which naturally attributed to his strong work ethic and entrepreneurial spirit...

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Ryan began investing in the stock market at age 13, well before he earned Finance and Accounting degrees from Kansas State University. With his dad having over 30 years of experience in financial advising, Ryan saw the impact smart...

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Dan was born and raised in Jefferson City and graduated from Jefferson City High School in 1985. His Father was the sole provider and his Mother was the glue that kept everything running smoothly at home. Dan was the youngest of 5 and...

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Ben Dierkes, CPFA

Wealth Manager Assistant

Ben joined Wilkerson & Reynolds Wealth Management team in 2012 upon graduating with a degree in Finance from Avila University. Ben leads the retirement plan operations at the firm, along in assisting with client meetings and account...

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Taylor Knipp

Wealth Manager Assistant

Taylor joined the Wilkerson & Reynolds Wealth Management team full-time upon graduation from the University of Missouri - Columbia in May of 2017. She received a degree in Personal Financial Planning and is currently on track to becoming...

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Sheryl Hopkins

Client Service Administrator

Sheryl joined Wilkerson & Reynolds Wealth Management in 1999 and brings over 18 years of administrative and customer service experience to the firm. Sheryl schedules client appointments, prepares paperwork, and does a lot of...

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Allie Wilson

Marketing & Client Services Coordinator

Allie joined our team in May 2019 as a full-time Marketing & Client Services Coordinator in our Columbia location. She earned her bachelor’s degree in Strategic Communications: Integrated Marketing from Stephens College in...

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Kelsey Lyman

Director of Strategic Planning

Kelsey joined the Wilkerson & Reynolds Wealth Management team in July 2019 as the Director of Strategic Planning. She graduated Cum Laude with bachelor’s degrees in Public Relations & Advertising and Business Administration from...

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Noah is currently a senior at Mizzou in the Personal Financial Planning Program. He's from St Louis, Missouri and graduated from St. John Vianney High School. As an intern since May 2019, he assists in daily tasks such as data entry,...

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