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Your Advisors

SteveMarbertSteve Marbert, CFP®

Steve is the President/Owner of Richard Young Associates and co-host of the MoneyMD radio show.  He graduated from Clemson University in 1986 with a BS in Chemical Engineering.  After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor.  In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner.  He is licensed in investment advice and insurance.  Steve is a SmartVestor Pro for Dave Ramsey.  He has served as the financial chairperson for Young Life - Aiken for over 20 years, and is a Qualified Kingdom Advisor for planning and investments.  Steve serves as the Treasurer and a deacon at New Covenant Presbyterian Church where he and his wife, Kathy, and their three children are members.  He is a past committee chairperson and member of the Augusta Rotary and a Paul Harris Fellow.  He currently serves on the board of the CAM Fund, which supports research for childhood brain cancer.  Steve is an avid golfer and enjoys woodworking.

 

 

 

JohnTravisJohn Travis

John is an advisor with Richard Young Associates and co-host of the MoneyMD radio show.  He graduated from the University of South Carolina with a BA in Finance, followed by an MBA in 1992.  John had 15 years of experience in corporate financial planning before joining Richard Young Associates in 2007.  He is a Dave Ramsey Endorsed Local Provider for Long Term Care Insurance and a Dave Ramsey SmartVestor Pro.  From 2008-2016, John was a Ramsey Local Provider for investments.  He is licensed in securities, investment advice, and insurance.  He currently serves on the Board of Directors for The Megiddo Dream Station as well as Leadership AC, and is a member of the  ACTS vehicle ministry team.  In addition, John volunteers in his church as the leader of the finance ministry team, where he counsels those in need and has helped facilitate over fifteen Dave Ramsey Financial Peace University classes.  John led the 2015 and 2016 Junior Leadership classes, was a deacon at his Church, and has served on the boards of directors of the Salvation Army Performing Arts Group, and Hungry No More charitable foundations.  John and his wife, Tammy, have two kids who are currently attending his alma mater.

 
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