Whitaker-Myers Wealth Managers
John-Mark Young, RICP® AIF® CKA®, currently serves as a Dave Ramsey’s Smartvestor Professional at Ramsey Solutions since August 2015, where the focus is on recruiting, screening, and monitoring endorsed local service providers. Concurrently, John-Mark is the President and Chief Investment Officer at Whitaker-Myers Wealth Managers since February 2015, employing a Goal Planning & Monitoring process to align financial strategies with client objectives. Prior to these roles, John-Mark worked as a Relationship Manager at PNC from November 2007 to January 2015, delivering tailored Wealth Management and Private Banking services to affluent families. John-Mark holds an MBA in Finance from Ashland University and a Bachelor of Science in Organizational Management from Campbellsville University, complemented by an Associate degree in Arts from The Ohio State University.
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Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!