Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about, or save for the future, I can help you plan for your goals.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Arts (BA), Accounting, Marketing, Management, Cum Laude-Augustana Coll., Rock Island, IL

Awards & recognition

  • Ameriprise Circle of Success, 2010-2022

Previous experience

  • Accountant - McGladrey & Pullen, 1991-1992

Community participation

Young & Associates - Community participation photo

We are happy to support some of the many organizations in the Charleston area by volunteering with them on a quarterly basis.We strongly believe in their mission of helping feed so many across the lowcountry.

Interests

  • I have been married to my wife, Julie, for 30 years.
  • We have 7 children ranging in age from 10 to 25 years.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.