At Whitaker-Myers Wealth Managers, we are proud to recognize Associate Financial Advisor Clay Reynolds for earning the prestigious Enrolled Agent (EA) designation from the IRS. This milestone represents Clay’s continued dedication to serving clients with excellence and integrity and expands the depth of tax expertise available to those we serve.
As an Enrolled Agent, Clay is now federally authorized to represent taxpayers before the Internal Revenue Service—an accomplishment that requires passing a rigorous three-part examination covering individual and business tax returns, ethics, and IRS procedures. This designation enhances Clay’s already well-rounded skill set, allowing him to help clients navigate increasingly complex financial landscapes with even greater confidence and clarity.
Clay understands that truly effective financial planning requires more than just investment recommendations—it requires a tax-smart strategy that helps clients keep more of what they earn. Whether working on Roth conversion strategies, retirement withdrawal planning, or tax-efficient portfolio construction, Clay’s expanded capabilities will allow him to deliver even more value to the families he serves.
As an Associate Advisor and integral member of one of our Dave Ramsey-endorsed SmartVestor Pro teams, Clay brings a heart for service and a passion for teaching.
A graduate of Mount Vernon Nazarene University, Clay studied Financial Planning and Business Administration through a CFP® Board-Registered Program. His time at MVNU, where he also competed in cross country and track, helped shape his disciplined, others-first approach to both life and advising.
His commitment to ongoing professional development and his growing role at Whitaker-Myers Wealth Managers is a testament to the culture of excellence we strive to foster throughout our firm.
Please join us in congratulating Clay on this significant professional achievement. We’re excited for the many ways this new designation will allow him to serve clients at an even higher level—because at Whitaker-Myers Wealth Managers, we believe in growing with purpose, so we can help others live with purpose.
Clay Reynolds Earns Enrolled Agent Designation, Expanding Tax Expertise at Whitaker-Myers Wealth Managers
April 15, 2025
Whitaker Myers
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