Co-owner of Pickett & Pickett Tax and Investments. Kerry holds the FINRA Series 7 and 66 designations and is a Certified Wealth Strategist, a Certified Fiduciary Advisor, Insurance Licensed CA.InsuranceLic#0E36019 & OH.InsuranceLic#590131, as well as a licensed Realtor®. She is an Investment Advisor Representative with First Allied Advisory Services, Inc. and Hermening Advisory Services LLC. These associations allow Kerry to offer a choice of commission based or fee based financial advisory services. With a Bachelor of Science in Education, Kerry specializes in financial advisory services and prides herself in educating her clients in their ultimate choice of investments. They enjoy community involvement, time with family, bargain hunting and entertaining. A Wisconsin Native, she is a rabid Badger and Packer fan in Buckeye land. She and David have 4 children & 8 grandchildren.
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Co-owner of Pickett & Pickett Tax and Investments. David attended the University of Kansas and Pittsburgh State University, obtaining a degree in machine design/engineering, later earned an MBA and is currently working on a Ph.D. in taxation. He has been an Enrolled Agent and a member of National Association of Enrolled Agents since 2007. Previously, he was a registered representative and held the CFP designation in addition to having been the coordinator of the VITA site for low income clients. He enjoys fishing, ebaying and is a talented woodworker. David and his wife Kerry opened Pickett & Pickett Tax and Investments in 2006. He and Kerry have 4 children & 8 grandchildren.
Michele joined Pickett & Pickett Tax and Investments in 2010. She is an Enrolled Agent and manages our tax department while being responsible for daily operations and client relations. She is also licensed (OH.InsuranceLic#1108845) with the State of Ohio in Life, Accident and Health Insurance. She earned a Bachelor’s degree in Business Administration from Utica College of Syracuse University. She is married to Vince Abel, and they have two children, Alexandra and Tyler. She enjoys sewing, baking, eating, walking and finding things to laugh about that bring joy in life.
Becky joined Pickett & Pickett in July 2013 with previous experience as a branch assistant. Becky is our office manager for both the Investments and Real Estate departments in our office. Licenses in the State of Ohio as a Notary Public, Realtor® (W2014004987), and Life, Accident and Health Insurance (OH.InsuranceLic#1107160). Becky earned a Bachelor’s Degree from Asbury College and was commissioned by The Salvation Army SFOT. She is married to Ed and they have 3 children; Elizabeth (married to Eric Ubelhart), Kimberly and Jennifer (married to Joe Wisard). She enjoys, swimming, walking and volunteering for various community events.
Jenni joined Pickett & Pickett in January 2017 as an assistant in our tax department. She has a Bachelor’s Degree in Education from Kent State University. She is married to Anthony and they have 3 children, Aaden, Kaelyn and Reagan. She enjoys volunteering at her children’s school and at church, as well as walking, scrapbooking and bargain hunting.