Mowry Young brought the Young Financial Group to Wealthcare in early 2010 in order to better his clients’ lives, to create competitive advantage for his firm, and to seek professional and intellectual growth.
Mowry opened the Young Financial Group in 2000 as a DBA for his business with John Hancock. He made a 100% conversion to fee based investment business in that year. Prior to starting the Young Financial Group, Mowry was an insurance and investment sales associate with John Hancock, where he gained national recognition.
Before entering the Insurance and Financial Services Industry, Mowry worked as a personnel supervisor in the steel industry in his native Ohio. He served in the U.S. Army as a platoon leader and an executive officer in two companies at Ft. Bragg and in the Middle East, and left the armed forces in 1988. He majored in History and Military Science at Wittenberg University, and has an MBA from Case Western Reserve University.
From 2004 to present, Mowry has successfully operated a referral only business through highly personalized service coordinated with a client advisory board and client events. In his first year after converting his business to Wealthcare Capital Management®, Mowry saved his clients over one million dollars in investment expenses and thereby was able to increase his typical client’s potential spending level in retirement. He is dedicated to constantly improving his client’s lives through the Wealthcare process.