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Support Team

At Whitaker Myers, we believe that a team approach to wealth management is the best way to serve our clients' diverse needs. That's why we've assembled a group of experienced, knowledgeable professionals who are dedicated to providing our clients with the highest level of service and expertise.

We understand that every client is unique and that their financial goals and risk tolerance may differ. That's why we take a personalized approach to wealth management, working closely with our clients to create customized investment strategies that align with their individual needs.

Our team is dedicated to providing our clients with the highest level of service and is committed to helping them achieve their financial goals. We pride ourselves on being accessible and responsive to our clients' needs and are always available to answer questions and provide guidance.

Client Relationship Managers

Shelly Sturts

Shelly Sturts

Sierra Sage

Sierra Sage

Jay Hulver

Jay Hulver

Robyn Minnear

Robyn Minnear

Compliance

Herb Muncy

Herb Muncy

Kelly Taylor

Kelly Taylor

Addie Muncy

Addie Muncy

Investment Research Analysts

Summit Puri, M.D. M.B.A. MCSO

Summit Puri, M.D. M.B.A. MCSO

Portfolio Trader

Barbie Cyphers

Barbie Cyphers

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