An experienced and committed team
Whether you’re looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
Steven M. Young, CIMA®, CFP®, CEPA
Senior Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
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Mose Richardson, Jr.
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Chartered Life Underwriter (CLU®)
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513-792-3771