Your Team

Founding fathers

Caroll Wilkerson, CFP®

Founder/Senior Wealth Advisor

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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 the industry in 1985 and has held various district and division managerial and advisory positions. He opened the Waddell & Reed district office in Columbia in 1987 where he later met firm partner, Jared Reynolds. The two founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009.

When he’s not at the office, Carroll enjoys spending time with his family and being outdoors. He and his wife Judy have 5 children: Ryan, Eric, Adam, Kelly, and Ashley. As he is passionate about giving back to the community, Carroll serves on the Sunrise Southwest Rotary Board and the Missouri Conservation Heritage Foundation Board.

Jared Reynolds, CFP®,CDFA®,CPFA, CPWA®

The Fisherman’s Financial Planner
Founder/Senior Wealth Advisor

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Jared Reynolds grew up on Truman Lake, helping manage 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.

Jared migrated to Columbia to attend the University of Missouri where he graduated in May of 2002 with a bachelor’s degree in Personal Financial Planning. Upon graduation, Jared immediately began building his practice and found his niche to be centered around his love of the great outdoors. Today, part of Jared’s business continues to be focused on where he got his start, in the professional fishing and hunting industry.

By 2003 Jared formed a partnership with Carroll Wilkerson, also a University of Missouri alumnus. The partners bonded over their shared small-town roots, principle beliefs, professional determination, and desire to give back to the community. The partners founded their own independent, local financial advisory firm, WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management), in January of 2009.

Since 2005 Jared has been a CERTIFIED FINANCIAL PLANNER™ (CFP®). Being held to the highest standard in the personal financial planning industry and serving as a Fiduciary to his clients is very important to him. Jared holds the Certified Plan Fiduciary Advisor (CPFA) designation as well for which he specializes in the design and implementation of custom retirement plans for businesses. Jared is also skilled in analyzing and providing expertise related to the financial issues of divorce and is a Certified Divorce Financial Analyst (CDFA™). Jared is also the only Certified Private Wealth Advisor (CPWA) in mid-Missouri and is well-versed in advanced planning techniques that serve ultra-high net worth families.

Jared firmly believes that family comes first. When he is not working, Jared can be found spending time with his wife, Nikki, and their three sons. As a family they enjoy hunting, fishing, traveling, being outdoors, and attending The Crossing Church. The couple’s shared love for the University that brought them together has led them to be long-time football and basketball season ticket holders and raise their children to be huge Tiger fans!
As he cares about community involvement, Jared is heavily involved with Rainbow House Children’s Emergency Shelter and served on the Board of Directors for 9 years. He is also a member of the Financial Planning Association and has served as President of the Mid Missouri Estate Planning Council. Jared likes to give back to local organizations such as the Boy Scouts of America, Missouri Conservation Heritage Foundation, and Ducks Unlimited. He is also a lifetime sponsor of the NRA.

Carroll Wilkerson, CFP®

Founder/Senior Wealth Advisor

Email Carroll

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 the industry in 1985 and has held various district and division managerial and advisory positions. He opened the Waddell & Reed district office in Columbia in 1987 where he later met firm partner, Jared Reynolds. The two founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009.

When he’s not at the office, Carroll enjoys spending time with his family and being outdoors. He and his wife Judy have 5 children: Ryan, Eric, Adam, Kelly, and Ashley. As he is passionate about giving back to the community, Carroll serves on the Sunrise Southwest Rotary Board and the Missouri Conservation Heritage Foundation Board.

Jared Reynolds, CFP®,CDFA®,CPFA,CPWA®

The Fisherman’s Financial Planner
Founder/Senior Wealth Advisor

Email Jared

Jared Reynolds grew up on Truman Lake, helping manage 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.

Jared migrated to Columbia to attend the University of Missouri where he graduated in May of 2002 with a bachelor’s degree in Personal Financial Planning. Upon graduation, Jared immediately began building his practice and found his niche to be centered around his love of the great outdoors. Today, part of Jared’s business continues to be focused on where he got his start, in the professional fishing and hunting industry.

By 2003 Jared formed a partnership with Carroll Wilkerson, also a University of Missouri alumnus. The partners bonded over their shared small-town roots, principle beliefs, professional determination, and desire to give back to the community. The partners founded their own independent, local financial advisory firm, WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management), in January of 2009.

Since 2005 Jared has been a CERTIFIED FINANCIAL PLANNER™ (CFP®). Being held to the highest standard in the personal financial planning industry and serving as a Fiduciary to his clients is very important to him. Jared holds the Certified Plan Fiduciary Advisor (CPFA) designation as well for which he specializes in the design and implementation of custom retirement plans for businesses. Jared is also skilled in analyzing and providing expertise related to the financial issues of divorce and is a Certified Divorce Financial Analyst (CDFA™). Jared is also the only Certified Private Wealth Advisor (CPWA) in mid-Missouri and is well-versed in advanced planning techniques that serve ultra-high net worth families.

Jared firmly believes that family comes first. When he is not working, Jared can be found spending time with his wife, Nikki, and their three sons. As a family they enjoy hunting, fishing, traveling, being outdoors, and attending The Crossing Church. The couple’s shared love for the University that brought them together has led them to be long-time football and basketball season ticket holders and raise their children to be huge Tiger fans!
As he cares about community involvement, Jared is heavily involved with Rainbow House Children’s Emergency Shelter and served on the Board of Directors for 9 years. He is also a member of the Financial Planning Association and has served as President of the Mid Missouri Estate Planning Council. Jared likes to give back to local organizations such as the Boy Scouts of America, Missouri Conservation Heritage Foundation, and Ducks Unlimited. He is also a lifetime sponsor of the NRA.

Our Family

Dan Kellar, CPFA

Wealth Advisor

Email Dan

Dan is from Jefferson City and graduated from Jefferson City High School in 1985. Growing up as the youngest of 5 children, he learned in his early years that nothing is for free. “When you have one person feeding a family of seven, there is little left over to waste.” Dan credits his parents for developing his core values of faith in God, a strong work ethic, and helping others. Problem-solving and figuring out positive solutions to life’s many experiences are the fuel for his fire.

He graduated from the University of Missouri in 1988 with studies in Electrical Engineering and Business Administration. There he met his future wife, Chris, and changed gears to provide for his young family. Dan’s desire to help people and make friends was a perfect match for what would become his career and profession of choice, Automotive Sales & Service.
For over 26 years, Dan worked with Joe Machens Ford and Joe Machens Toyota Scion in their sales department. He worked his way up through sales management to handling finance to finally leading as the General Manager for Joe Machens Toyota & BMW. He resigned from his position to then become a co-owner for Kia of Columbia where Dan took on the role of President/General Manager. After 30 years in the automotive industry, he left and joined the WR Wealth Planners team as a Wealth Advisor in October of 2018.

Outside of work Dan is active with Sunrise Southwest Rotary Club of Columbia, consults with local charitable and youth organizations, and is a member of The Crossing Church. Dan also enjoys golf, tennis, hunting, travel and a glass of good wine at the end of the day with his wife, Chris. Both of his adult children, Kaleb and Danielle, are out of the house experiencing and enjoying life on their own.

During his career, Dan participates in numerous charities and organizations such as The Boy Scouts of America, Columbia Golf Foundation, Coyote Hill, Cancer Research Center, K-Life, Alternative Community Training, Susan G Komen, True North, Boys & Girls Club, Rainbow House, Columbia Independent School, Father Tolton High School, Columbia Catholic School, Children’s Hospital, The Central Mo. Food Bank, The United Way and more.

Brian Behl headshot

Brian Behl, CFP®, CRPC®, CDFA™

Wealth Plan Design Specialist

Email Brian

Brian joined the Wilkerson & Reynolds Wealth Management team in December 2019 as a Wealth Plan Design Specialist. He is a Certified Financial Planner®️, a Chartered Retirement Planning Counselor®️ , and a Certified Divorce Financial Analyst™️. He graduated from Carroll College (Waukesha, WI) with a Business Management degree (Finance emphasis) and also has a Certificate in Financial Planning from Boston University. When not in the office, Brian is likely to be golfing or traveling with his wife Kayla or close friends. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.

 

headshot of Ryan Potts

Ryan Potts

Paraplanner

Ryan Potts was born and raised in Liberty, MO, just north of Kansas City. He will graduate in the Spring of 2022 with a bachelor’s degree in Finance and Banking from the Trulaske College of Business and a Personal Financial Planning certificate from the University of Missouri. Upon graduation, Ryan plans to sit for his CFP Exam and launch his career as a Wealth Advisor. Among the many accomplishments throughout his young adult life, his favorite pastime is helping his peers around him. Ryan finds great satisfaction in being able to help others, but most importantly he wants to help others find their passion and ensure they are living their lives to the fullest. Ryan hopes to use his “live wire” attitude and love for financial security to help clients achieve satisfaction amongst their own lives.

Outside of work, Ryan likes to spend time outdoors hunting and fishing. You can also find Ryan on the golf course on most weekends enjoying time with his closest friends. Ryan is also passionate about football and one day hopes to coach a local football team so that he can provide the same family
the experience he cherished while playing sports growing up. He credits his Mom and Dad, Kim and Randy Potts, for teaching him that hard work and passion are the keys to anything. He hopes that his hard work and enthusiasm for helping others can be applied to provide the best financial planning experience to his clients.

Ben Dierkes, CPFA

Wealth Advisor

Email Ben

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 with assisting in client meetings and account inquiries. He enjoys connecting with clients while helping them in working towards their goals through the financial planning process.

Ben earned his Certified Plan Fiduciary Advisor credential from NAPA in May of 2016.
He was born and raised in Columbia, then moved to Kansas City to attend and play basketball at Avila University.

Outside of the office, you can find Ben on the sidelines coaching basketball at nearby Tolton Catholic High School or out on the golf course. He and his wife, Claire, enjoy watching Mizzou Tigers basketball and St. Louis Cardinals baseball.

Sheryl Hopkins

Client Service Administrator

Email Sheryl

Sheryl joined WR Wealth Planners in 1999 and brings over 20 years of administrative and customer service experience to the firm. Sheryl schedules client appointments, prepares paperwork, and does a lot of behind-the-scenes work.

Sheryl is a native of Columbia, MO. She has been married for 40 years to her husband, Al and has one daughter, Erica. She enjoys spending time with her family and friends, shopping, baking, and looks forward to football season, tailgating, and rooting on the Mizzou Tigers.

headshot of Justin Hamilton

Justin Hamilton

Data/Trading Analyst

Justin grew up in Northeast Missouri, spending the first 18 years of his life in Kirksville. He decided early on that he was going to pursue a career path focused on finance and was interested in getting a finance degree. After a visit to the University of Missouri and the Trulaske College of Business, he knew Mizzou was the school for him.  During his time at the University, Justin was involved in the University Investment Group, Rec league sports and Tiger Lair. Upon graduation from the business school in 2020, Justin decided to continue his education by working towards his master’s degree in finance. Justin joined the WR Wealth Planners team shortly after graduating with his master’s degree in May 2021. 

Outside of work Justin enjoys playing Basketball and Golf, as well as enjoying time with his friends and family. He also loves watching collegiate and professional sports, particularly his alma matter Missouri Tigers!

Taylor Knipp

Wealth Manager Assistant

Email Taylor

Taylor joined the WR Wealth Planners team full-time upon graduation from the University of
Missouri – Columbia in May of 2017. She received a degree in Personal Financial Planning and
looks forward to sitting for the CERTIFIED FINANCIAL PLANNER® certification exam in the near future.

Taylor is from the small town of Auxvasse, MO. In her spare time, you can find Taylor hanging
out with her family and friends, traveling, and spending time outdoors with her Weimaraner,
Mr. Merle Haggard. One of her favorite things to do is attend concerts and listen to live music.
She has attended over 50 concerts and seen more than 75 artists at 30 venues in 18 different
cities.

Ciara Rainbolt

Client Service Administrator

Email Ciara

Ciara is from a small, country town called Fairdealing, Missouri. In her spare time, she enjoys spending time with her family, shopping, gardening, and watching horror movies. She is currently attending Missouri State University in Springfield to obtain her Bachelor’s Degree in Criminal Justice and Criminology and will graduate in 2022. Ciara joined the WR Wealth Planners team in December of 2019.

links to wealthcare portal login

Teresa Tice

Wealth Manager Assistant

Teresa is very happy to be joining the WR Wealth team! Teresa is a Michigan native, where she got to hear all the great classic bands. After receiving her Bachelor of Business Administration degree from Cleary University in Michigan, she enjoyed a 20+ year career in the medical field as a diagnostic medical sonographer. She worked at the University of Michigan Hospital and later as an Applications Specialist for Toshiba Medical Ultrasound Company, where she traveled and taught fellow sonographers and physicians ultrasound physics and proper ultrasound techniques to optimize medical imaging.  She has also published medical articles in the field of ultrasound. Teresa has always had an interest in investment and money management. Most recently, she worked in accounting while taking college courses to augment her knowledge and is still fascinated by the subject.

Teresa has lived in Columbia since 2004 and has discovered the many beautiful rivers that Missouri has to offer.  (Except that Thanksgiving Day when she took an unintentional swim in the Jacks Fork River, but it is all part of the adventure!)

Teresa enjoys being active and has participated in many marathons and triathlons in Florida, Missouri, Indiana, Michigan, and Arizona. She loves the challenge of decorating for themed parties, is a dab hand at many crafts and artistic endeavors and has fun on road trips to investigate Missouri’s numerous wineries.

Dan Kellar, CPFA

Wealth Advisor

Email Dan

Dan is from Jefferson City and graduated from Jefferson City High School in 1985. Growing up as the youngest of 5 children, he learned in his early years that nothing is for free. “When you have one person feeding a family of seven, there is little left over to waste.” Dan credits his parents for developing his core values of faith in God, a strong work ethic, and helping others. Problem-solving and figuring out positive solutions to life’s many experiences are the fuel for his fire.

He graduated from the University of Missouri in 1988 with studies in Electrical Engineering and Business Administration. There he met his future wife, Chris, and changed gears to provide for his young family. Dan’s desire to help people and make friends was a perfect match for what would become his career and profession of choice, Automotive Sales & Service.
For over 26 years, Dan worked with Joe Machens Ford and Joe Machens Toyota Scion in their sales department. He worked his way up through sales management to handling finance to finally leading as the General Manager for Joe Machens Toyota & BMW. He resigned from his position to then become a co-owner for Kia of Columbia where Dan took on the role of President/General Manager. After 30 years in the automotive industry, he left and joined the WR Wealth Planners team as a Wealth Advisor in October of 2018.

Outside of work Dan is active with Sunrise Southwest Rotary Club of Columbia, consults with local charitable and youth organizations, and is a member of The Crossing Church. Dan also enjoys golf, tennis, hunting, travel and a glass of good wine at the end of the day with his wife, Chris. Both of his adult children, Kaleb and Danielle, are out of the house experiencing and enjoying life on their own.

During his career, Dan participates in numerous charities and organizations such as The Boy Scouts of America, Columbia Golf Foundation, Coyote Hill, Cancer Research Center, K-Life, Alternative Community Training, Susan G Komen, True North, Boys & Girls Club, Rainbow House, Columbia Independent School, Father Tolton High School, Columbia Catholic School, Children’s Hospital, The Central Mo. Food Bank, The United Way and more.

Taylor Knipp

Wealth Manager Assistant

Email Taylor

Taylor joined the WR Wealth Planners team full-time upon graduation from the University of
Missouri – Columbia in May of 2017. She received a degree in Personal Financial Planning and
looks forward to sitting for the CERTIFIED FINANCIAL PLANNER® certification exam in the near future.

Taylor is from the small town of Auxvasse, MO. In her spare time, you can find Taylor hanging
out with her family and friends, traveling, and spending time outdoors with her Weimaraner,
Mr. Merle Haggard. One of her favorite things to do is attend concerts and listen to live music.
She has attended over 50 concerts and seen more than 75 artists at 30 venues in 18 different
cities.

Sheryl Hopkins

Client Service Administrator

Email Sheryl

Sheryl joined WR Wealth Planners in 1999 and brings over 20 years of administrative and customer service experience to the firm. Sheryl schedules client appointments, prepares paperwork, and does a lot of behind-the-scenes work.

Sheryl is a native of Columbia, MO. She has been married for 40 years to her husband, Al and has one daughter, Erica. She enjoys spending time with her family and friends, shopping, baking, and looks forward to football season, tailgating, and rooting on the Mizzou Tigers.

Brian Behl headshot

Brian Behl, CFP®, CRPC®, CDFA™

Wealth Plan Design Specialist

Email Brian

Brian joined the Wilkerson & Reynolds Wealth Management team in December 2019 as a Wealth Plan Design Specialist. He is a Certified Financial Planner®️, a Chartered Retirement Planning Counselor®️ , and a Certified Divorce Financial Analyst™️. He graduated from Carroll College (Waukesha, WI) with a Business Management degree (Finance emphasis) and also has a Certificate in Financial Planning from Boston University. When not in the office, Brian is likely to be golfing or traveling with his wife Kayla or close friends. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.

links to wealthcare portal login

Teresa Tice

Wealth Manager Assistant

Teresa is very happy to be joining the WR Wealth team! Teresa is a Michigan native, where she got to hear all the great classic bands. After receiving her Bachelor of Business Administration degree from Cleary University in Michigan, she enjoyed a 20+ year career in the medical field as a diagnostic medical sonographer. She worked at the University of Michigan Hospital and later as an Applications Specialist for Toshiba Medical Ultrasound Company, where she traveled and taught fellow sonographers and physicians ultrasound physics and proper ultrasound techniques to optimize medical imaging.  She has also published medical articles in the field of ultrasound. Teresa has always had an interest in investment and money management. Most recently, she worked in accounting while taking college courses to augment her knowledge and is still fascinated by the subject.

Teresa has lived in Columbia since 2004 and has discovered the many beautiful rivers that Missouri has to offer.  (Except that Thanksgiving Day when she took an unintentional swim in the Jacks Fork River, but it is all part of the adventure!)

Teresa enjoys being active and has participated in many marathons and triathlons in Florida, Missouri, Indiana, Michigan, and Arizona. She loves the challenge of decorating for themed parties, is a dab hand at many crafts and artistic endeavors and has fun on road trips to investigate Missouri’s numerous wineries.

Ben Dierkes, CPFA

Wealth Advisor

Email Ben

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 with assisting in client meetings and account inquiries. He enjoys connecting with clients while helping them in working towards their goals through the financial planning process.

Ben earned his Certified Plan Fiduciary Advisor credential from NAPA in May of 2016.
He was born and raised in Columbia, then moved to Kansas City to attend and play basketball at Avila University.

Outside of the office, you can find Ben on the sidelines coaching basketball at nearby Tolton Catholic High School or out on the golf course. He and his wife, Claire, enjoy watching Mizzou Tigers basketball and St. Louis Cardinals baseball.

Ciara Rainbolt

Client Service Administrator

Email Ciara

Ciara is from a small, country town called Fairdealing, Missouri. In her spare time, she enjoys spending time with her family, shopping, gardening, and watching horror movies. She is currently attending Missouri State University in Springfield to obtain her Bachelor’s Degree in Criminal Justice and Criminology and will graduate in 2022. Ciara joined the WR Wealth Planners team in December of 2019.

headshot of Ryan Potts

Ryan Potts

Paraplanner 

Ryan Potts was born and raised in Liberty, MO, just north of Kansas City. He will graduate in the Spring of 2022 with a bachelor’s degree in Finance and Banking from the Trulaske College of Business and a Personal Financial Planning certificate from the University of Missouri. Upon graduation, Ryan plans to sit for his CFP Exam and launch his career as a Wealth Advisor. Among the many accomplishments throughout his young adult life, his favorite pastime is helping his peers around him. Ryan finds great satisfaction in being able to help others, but most importantly he wants to help others find their passion and ensure they are living their lives to the fullest. Ryan hopes to use his “live wire” attitude and love for financial security to help clients achieve satisfaction amongst their own lives.

Outside of work, Ryan likes to spend time outdoors hunting and fishing. You can also find Ryan on the golf course on most weekends enjoying time with his closest friends. Ryan is also passionate about football and one day hopes to coach a local football team so that he can provide the same family
the experience he cherished while playing sports growing up. He credits his Mom and Dad, Kim and Randy Potts, for teaching him that hard work and passion are the keys to anything. He hopes that his hard work and enthusiasm for helping others can be applied to provide the best financial planning experience to his clients.

headshot of Justin Hamilton

Justin Hamilton

Data/Trading Analyst

Justin grew up in Northeast Missouri, spending the first 18 years of his life in Kirksville. He decided early on that he was going to pursue a career path focused on finance and was interested in getting a finance degree. After a visit to the University of Missouri and the Trulaske College of Business, he knew Mizzou was the school for him.  During his time at the University, Justin was involved in the University Investment Group, Rec league sports and Tiger Lair. Upon graduation from the business school in 2020, Justin decided to continue his education by working towards his master’s degree in finance. Justin joined the WR Wealth Planners team shortly after graduating with his master’s degree in May 2021. 

Outside of work Justin enjoys playing Basketball and Golf, as well as enjoying time with his friends and family. He also loves watching collegiate and professional sports, particularly his alma matter Missouri Tigers!