About Us

Throughout his 30+ year career in financial services, Craig Bedenbaugh has always found joy in helping people realize what their dreams are – and then making them a reality. As the Managing Principal at Yield Private Wealth, Craig not only shows genuine interest in his clients and their families but also simplifies complex concepts for them on the path to success.

Prior to pioneering Yield Private Wealth, Craig built a reputation with his clients for being detailed oriented, responsive, conscientious, caring, and always-positive as an advisor. The industry took notice – he was named a Premier Advisor with Wells Fargo Advisors for 16 years in a row as well as a Best-in-State Wealth Advisor for Forbes Magazine for the last 5 years. These industry acknowledgments are supported by his CERTIFIED FINANCIAL PLANNER™ designation and a BS in Business Administration from the University of South Carolina.

Without question, the most important thing to Craig is his family. When not spending time with them at home or traveling, you’ll find him hiking or fly-fishing. Having grown up in Newberry before attending college in Columbia and then starting his family in Greenville, giving back to the South Carolina community continues to be important to Craig, as he is an avid supporter of causes like 3GEN Ministries and YMCA Camp Greenville.

Martin Culbertson combines a no-nonsense attitude with a studious approach to break down the complexities of financial planning into a simple yet sophisticated plan for the clients at Yield Private Wealth. As Managing Partner, Martin draws on two decades worth of expertise to be both a devoted sentry of the markets and a long-term steward of his client’s most closely-held goals.

Shortly after beginning his career at Wells Fargo in 2002, Martin discovered that integrity and trust will take you a long way in financial planning – and in life. To wit, he provides portfolio analysis as well as the creation and monitoring of wealth and retirement plans for his clients with the goal of becoming a trusted, long-term partner they can count on to help achieve what they want. Martin helped pioneer Yield Private Wealth to deliver the highest levels of personal service with honest advice that the client needs – but may not always want – to hear. He backs this all up with business and financial planning education from Boston University and Coastal Carolina University as well as the CERTIFIED FINANCIAL PLANNER™ designation to give his clients a comprehensive approach to wealth planning.

A lifelong resident of Greenville, Martin is devoted to his family, friends, and wildlife conservation. He finds solace unplugging from the daily grind by hunting, fishing, and exploring with his loved ones and friends. With a love for discovery, Martin enjoys traveling with family and friends, dogs in tow. He is as passionate about building lifelong memories as he is about helping his client’s plans come to fruition and being a part of creating their own legacy.

Zachary Gillam knows – your money is useless if you can’t fully enjoy it. As a Managing Partner at Yield Private Wealth, Zach helps people both build their wealth AND enjoy the fruits of their labors. His methodology addresses 3 comprehensive categories in his client’s lives - physical needs, emotional & relational needs, and financial needs. Zach helps his clients engage in the lifestyle they truly desire.

Throughout his first fifteen years in the business at Wachovia and then Wells Fargo, Zach became concerned to see many people lack the physical capacity to enjoy their hard-earned retirement savings. He pioneered Yield Private Wealth with his colleagues to help clients balance their mental & physical health on the path to achieving their most closely-held financial goals.

A lifelong learner, Zach worked hard for both the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management AdvisorSM designations to infuse his plans with forward-thinking components like taking actions today to mitigate future tax implications. In addition, he graduated with Honors from North Greenville University.

A Greenville original since he was born, Zach and his wife Sarah have been thrilled to raise their family of 4 here – along with their Goldendoodle, Whitt! Having been closely involved with the foster care & adoption system for a long time, it was a natural choice for them to give a forever home to their son Chris. As making a difference in someone’s life goes beyond his career for Zach, he gives back to Greer by volunteering with various community organizations and at Ridgewood Church. When he gets some time to himself, you’ll find him keeping fit outdoors on a run or enjoying a hunt!

George Clayton’s efforts in wealth management have always gone beyond the industry standard. Rather than immediately delving into financial mechanics, George starts by taking a genuine interest and care in those who entrust their resources to him. As a Senior Financial Advisor at Yield Private Wealth, this compassionate process not only helps him assist those he serves to establish & achieve their financial goals - but also to do work that is truly meaningful to his clients and their families.

With two decades of experience in financial services under his belt, there isn’t much George hasn’t contended with when it comes to retirement, income, and financial planning. Having helped run his family business before building his career at places like Raymond James and Wells Fargo Advisors, he has a special talent for working with and anticipating the needs of business owners. George backs his experience up with a BSBA in Finance from Xavier University.

A man of faith, George and his wife Ruth serve at their church and provide support for several ministries including Campus Crusade for Christ, Samaritan’s Purse, and the Child Evangelism Fellowship. Originally from the town of Portsmouth in Ohio, George now enjoys activities like boating and spending time with his friends, family, and grandchildren in South Carolina. In his free time, George closely follows Xavier Basketball as well as enjoying college football.

Karen is a Senior Registered Client Associate with Wells Fargo Advisors. She has worked in the investment industry since 1999.   She has her Associates degree in Business Administration from Corning Community College.  Karen has earned the Wells Fargo Advisors Platinum Council Client Associate from 2013-2022.

Karen has a genuine interest in serving and meeting client needs, has a true love for helping others and is focused on providing excellent customer service and advisor support.

Karen lives in Simpsonville, SC with her husband, Jim, and their two sons, Owen and Noah.

The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

In his role as Registered Client & Compliance Associate, Ty Lollis is known for digging into the details to deliver solutions for the clients at Yield Private Wealth. As down to earth as he is easy to talk to, Ty oversees compliance operations and helps clients stay focused on the plan for their financial future.

Ty built his proficiencies at places like Edward Jones, Arete Wealth & Wells Fargo Advisors before helping pioneer Yield Private Wealth as an independent advisory firm. He backs up his authentic personality with a passion for connecting with new people as well as a thirst for lifelong learning. In addition to FINRA’s Series 7 & 66 licenses, Ty achieved the Series 9/10 to become a General Sales Supervisor and earned a bachelor’s in business with an emphasis in accounting from Lander University.

A man of faith, Ty and his family spend much of their time outside the office attending and volunteering at Mt. Pisgah Baptist. In addition to raising their own family, he and his wife work with Compassion International to sponsor a child named Dever from the Dominican Republic. When Ty does get some free time, you’ll find him watching sports (especially Clemson), spending time outdoors or enjoying time with his wife and son (Olivia and Guy).

JoAnne Adkins brings over four decades of mastery to her role as Administrative Assistant at Yield Private Wealth. As kind as she is thoughtful, it’s clear JoAnne’s talent for streamlining operations is only matched by her love for meeting new people. Knowing how important it is to stay connected, JoAnne will always make sure a client’s call is returned by a financial advisor or assistant as soon as possible.

With nearly 45 years of experience in financial services at Wells Fargo, there isn’t much that JoAnne hasn’t encountered – or overcome. Throughout that time, clients came to recognize her as someone who truly cares about the people she meets.

As a lifelong resident of Greenville and someone who reaches out to others in need, JoAnne regularly volunteers for Piedmont Emergency Relief Center of Anderson County to distribute food weekly to low-income families. Having realized the connection between exercise and mental health, you’ll often find her on a walk or at the gym. A woman of deep faith, she loves celebrating with the community at church on Sundays. Most of all, Nana JoAnne loves watching her grandchildren grow in so many ways and can be found rooting them on at their events like baseball. Make sure to ask her about them when you see her!