About Andrew Young

Andrew Young is a Financial Planner at Whitaker-Myers Wealth Managers who puts his clients and their needs first. Before joining the firm in 2019, Andrew spent over a decade in financial services at J.P. Morgan Chase & Co. and Huntington National Bank.

At J.P. Morgan, Andrew served as a Senior Financial Associate and Senior Associate in Student Loan Risk Management, handling analysis of merchant services and student loan portfolios. At Huntington National Bank, he focused on Comprehensive Capital Analysis and Review as a Senior Financial Analyst.

Andrew holds a Bachelor’s degree in Economics and Management from Wittenberg University. He has passed the Series 65 regulatory exam and is registered to provide advisory services in Ohio and Texas.

Much of his work today involves helping clients navigate the best strategies for managing their finances before and throughout retirement. Andrew believes that listening attentively is a crucial aspect of creating a solid financial plan, understanding what matters most to each client since they come with their own goals and financial background.

Andrew works on a team of Dave Ramsey’s SmartVestor Pros, focusing on helping clients live their lives debt-free and financially independent.