Jon graduated from Samford University with a Bachelor of Science in Education. He has completed his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Life Underwriter (CLU®) designations. He is a licensed life and health insurance agent and holds the SIE, Series 7 and Series 63 FINRA securities licenses as a Wealth Management Advisor with 3D Wealth Management. Jon has worked in wealth management for over two decades and continues to have a passion for comprehensive financial planning to help his clients dream about the future and create a plan which leads to a lifetime of financial security. Learning his client’s goals about their future gives him a starting point to brainstorm ways to help reach and surpass their goals.

Jon has lived, worked, and raised his family in the Upstate of South Carolina. He and his wife, Twila, have been married since 2000. They have four children: Ryan; Randy; Ranger; and Preston; and one grandson, Colton. He and Twila live in Clemson with their youngest son, who is working on his Mechanical Engineering degree at Clemson University. In his down time, he enjoys photography and spending time with his family while hiking, RVing, and skiing. One of Jon's favorite places to visit is Hilton Head Island. On the weekends you can find him cheering on the Tigers at a Clemson football game.

Nick is a 1994 graduate of Georgia Tech with a BS in Chemical Engineering. In his career, he previously worked in process engineering, technical management, plant management and new product development before starting and building a telecommunications company and then selling it in 2015. He owns a significant amount of investment property and has a technology background. Using his career background, he is familiar with the needs of those who work in big business and as well as entrepreneurs who make it happen every day. This experience guides Nick to use a holistic approach to evaluate clients' current situation before making any recommendations. He works to understand goals, evaluate and mitigate risks, and implement investment recommendations.

Nick holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the Retirement Income Certified Planner (RICP®) designation. He is a licensed life and health insurance agent and holds the SIE, Series 7 and Series 63 FINRA securities licenses as a Wealth Management Advisor with 3D Wealth Management.

He is an Aiken, SC native and has been an upstate resident since 2003. He has two sons, Nicholas and Zach, with his wife Robyn. Nick is an avid golfer and enjoys traveling. Nick is passionate about making an impact with his clients and serving his community in the Upstate. Fun fact, in 7th grade in the 1980s, Nick purchased candy in bulk from Sam's Club and sold it on the bus to school making over $7,000 during the school year. He invested that in Walmart stock in 1985 and sold it in the late 1990s to pay for a large part of his first home.

Joe received a Bachelor of Science degree in Business Administration from College of Charleston. He returned to Greenville in 2008 and began his wealth management career in 2015. He has his CERTIFIED FINANCIAL PLANNER™ designation and serves as Growth and Development Director in the Greenville office. He is also a licensed life and health insurance agent and holds the SIE, Series 7, and Series 63 FINRA securities licenses as a Financial Advisor with 3D Wealth Management.

Joe prides himself and his team on providing a balanced approach to achieving your goal of financial security to grow and protect your wealth and legacy.

While not in the office, Joe prefers to spend his time with family and being outdoors. He has completed numerous marathons and is a two time Ironman finisher. Joe also serves as Vice President of the Greenville County Foster Parent Association. Fun fact about Joe, before retiring from the sport, Joe completed more than 2,000 skydives.

With over twenty five years of combined experience as a wealth management advisor (2006 – present), investment banker (2004 – 2006) and estate planning/business attorney (1995-2004), Don is passionate about helping business owners, executives, professionals and their families clarify their financial goals and achieve financial security. Based on his diverse background and experience, Don is uniquely qualified to advise clients regarding their investment management, retirement planning, business planning, estate planning, risk management and asset/income protection and distribution needs.

Don earned his Chartered Special Needs Consultant® certification from The American College of Financial Services to more effectively support individuals with disabilities who can benefit from special needs planning. Through both professional experience and personal experience stemming from the challenges faced by his oldest son Max, he understands that families with special needs have unique considerations regarding the life-long care of their loved ones. He is dedicated to identifying and achieving goals for these families and educating them on pathways to help achieve a lifetime of financial security.

Don received his undergraduate degree from Furman University, received his joint JD and MBA degree from the University of Tennessee and earned his LL.M. in Taxation from Georgetown University. Previously, Don was a partner with the law firm of Gallivan, White and Boyd, PA where he specialized in estate planning and business planning. While Don no longer actively practices law, he holds a professional membership with the South Carolina Bar and serves as President of the Greenville Estate Planning Council. Don also served as a board member for the Advanced Institute for Development and Learning from 2015-2021. Don actively supports Furman University athletics. Don is married to Jennifer and has three children Max, Lane and Abe. Don enjoys supporting his kids and attending their school, sports and extracurricular activities.

Heather graduated from Lander University in 2006. She has been with Jon Youatt as an Associate Financial Representative since September 2023. As she continues to advance in her financial career, her area of expertise will be financial planning. She is a licensed life and health insurance agent. Heather enjoys working with clients to reach their goals and showing them how they can retire comfortably.

When Heather is away from the office, you can find her enjoying time with her husband and daughter. She enjoys traveling the United States, fly fishing and camping.

Andrea graduated from Florida Southern College. She has been with Joe as an Assistant Financial Representative since 2017 and is a licensed life and health insurance agent. Her area of expertise is the insurance application and underwriting process. She enjoys getting to know the clients and figuring out how to best serve them.

When Andrea is not in the office, you can find her on the hiking and cycling trails. She enjoys the outdoors and spending time with her three grown children and daughter in law. She also volunteers for a local hospice organization and her church where she teaches a Bible study.

One fun fact about Andrea is that during her high school career, she attended a different school in a different state each year. That shows how Andrea quickly adapts to change and makes the best of every situation.

Mick joined the 3D Wealth Management team in January 2024.  He graduated from Castleton University in Vermont in 2014 with a bachelors degree in Accounting and Business Management.  He has over 10 years of experience in the financial services industry, with a background in auditing and accounting. His career focus with 3DWM is to be our expert in investment operations and financial planning.  Mick enjoys problem solving and providing alternatives to clients that will help them achieve their personal financial goals.

When Mick is not in the office, you can find him outdoors with his dog, Arya, exploring mountains, waterfalls and everything the Upstate has to offer.  He is also an avid sports fan and enjoys playing football in a local league and pulling for the Philadelphia Eagles.  One fun fact about Mick is he received the Vermont Gatorade and Old Spice Player of the Year while playing football in college.