Our Advisors

Steve Marbert, CFP®:  President & Financial Advisor

Steve is the President/Owner of Richard Young Associates and co-host of the MoneyMD podcast.  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, and is a SmartVestor Pro for Dave Ramsey. 

Steve 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, 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.

 
  Steve Marbert, CFP®

Steve Marbert, CFP®


John Travis:  Financial Advisor

John is an advisor with Richard Young Associates and co-host of the MoneyMD podcast.  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.  

John 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.

  John Travis, MBA

John Travis, MBA

blue_logo.png

Josh Marbert, CPA:  Financial Advisor & Operations Manager

Josh is an advisor and the operations manager for Richard Young Associates.  In 2013, he graduated magna cum laude from Clemson University with a Bachelor of Science in Accounting, followed by a Master of Professional Accountancy a year later.  Josh earned his Certified Public Accountant (CPA) license in South Carolina and joined Ernst & Young, LLP in Greenville as a tax accountant, working with some of the country's largest hedge funds and private equity firms.  In 2016, Josh returned to Clemson to earn his Master of Business Administration and graduate with a perfect GPA.  While Josh officially joined our team in January of 2017, over the years he has designed a number of unique financial planning and data management tools that have allowed Richard Young Associates to offer advanced, customized planning and analysis for our clients.

  Josh Marbert, CPA

Josh Marbert, CPA


Matthew Travis:  Financial Advisor

Matthew is an advisor with Richard Young Associates and a graduate of the University of South Carolina’s honors college. He studied finance with a concentration in data analytics and conducted his research for his senior thesis on financial literacy in South Carolina high schools.  Matthew interned at Richard Young Associates over three separate summers prior to joining the company full-time, where he was able to assist the advisors in serving their clients in many different capacities.  During his time at USC, Matthew volunteered with his local church, serving on their business council for a year and then serving as president of that council the following year.  He has a passion for educating youth and has volunteered in a number of opportunities in the CSRA, speaking to students in both high school and college, teaching them the fundamental principles for living wisely and managing their finances. 

  Matthew Travis

Matthew Travis