Kelly Stewart understands that helping clients with their financial and investment needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker-Myers Wealth Managers, she puts her clients and their needs first. In 2023, she became a Certified Financial Fiduciary to go above and beyond for her clients.

Offering a wide range of investment services, Kelly is committed to helping you achieve your financial goals. Specializing in a planning-based approach to your money, she works with clients to design investment portfolios to meet their individual needs. Additionally, Kelly works on a team of Dave Ramsey’s SmartVestor Pros because, like Dave, her focus is on helping clients live their lives debt-free and financially independent.

Before joining Whitaker-Myers Wealth Managers, Kelly owned and managed KS Financial Services. Kelly is passionate about helping people find, fulfill, and finance their life’s purpose and dreams. As a Financial Coach with the Institute of Financial Wellness, Kelly helped clients achieve their goals with money through education on how to save more, spend smarter, pay off debt, and feel more comfortable and confident with money management. While at NIS Financial Services, she shared her insurance and investment knowledge through group, one-on-one coaching and seminars. Kelly started her financial career in the years following the death of her mom (2010) and then her dad (2023). She began searching for a better way to become financially independent. Through studying, hard work, and asking hard questions, she now provides education and individualized strategies to help safeguard your hard-earned money while leveraging it to its fullest extent for whatever comes your way. She looks forward to sharing her knowledge and insight to help you plan for the summit by being prepped and prepared for today, tomorrow, and the future with your financial needs.

Kelly lives in Davenport, Iowa, with her husband, Mark, sons Jedidiah, Samuel, Joshua, and daughter Arabella. Most of Kelly’s free time is spent caring for her four kids and serving at Passion church in the children’s ministry.  Outside of work, she enjoys riding bikes, the great outdoors, golf, volleyball, and Tae Kwon Do, teaching about Medicare at the local library, and volunteering in and around her community.