All of the staff and partners who work at Clarion Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
David W. Young, III, CEP®, RFC®
Founder & President, Wealth Advisor
Mr. Young has worked in the financial services industry for more than 20 years, serving clients as they have made the transition into full retirement—achieving financial independence. His relationship with each client is unique and personal—holistic and comprehensive, encompassing a complete understanding of core values and financial goals or objectives.
Mr. Young serves his clients in the capacity of a Certified Estate Planner™ (CEP®), Registered Financial Consultant (RFC®), and an Accredited Investment Fiduciary® (AIF®) professional. In addition, he is a managing securities principal, an Investment Adviser Representative, and a Registered Representative through Commonwealth Financial Network®—fully securities registered, holding his FINRA Series 7, 24, 63, and 65 securities registrations. Mr. Young also holds his life/health and variable life/annuity licenses in Virginia as well as other states and territories in the United States.
Considered a “native” to Virginia, Mr. Young's ancestors settled in the Washington, D.C., area in the late 1800s. In 1983 He graduated from Fairfax High School, attended both George Mason University and James Madison University, where he earned a bachelor of science degree in 1988. Mr. Young is committed to ongoing education and is currently working through the College for Financial Planning for further certification.
At the beginning of his professional career, Mr. Young served as a Christian minister serving in a number of churches—predominantly Anglican (Episcopal)— throughout the country. First, he worked as a pastor to young people and their families and a worship leader, and then as a director of program development. Mr. Young has a “heart” for pastoral ministry and mission work here in the United States. He has trained and led teams of young people and adults in missionary work along the Delmarva peninsula since the early 1980s.
In 1993 Mr. Young began his career in the financial services industry by establishing an advisory practice with IDS/American Express (currently Ameriprise) where he excelled and became a nationally recognized top advisor, mentor, and trainer of other advisors. After successfully building a practice in the Phoenix metropolitan area, he transferred to Savannah/Hilton Head to lead a group of offices as a district manager. In 2000, Mr. Young returned to Northern Virginia and continued to build his practice. In 2004, he established his office in Fair Lakes and, in partnership with Householder Group/AIG Financial Advisors (currently SagePoint), he served as regional vice president, managing principal, and a national trainer for new advisors. During the financial crises of 2008–2009, Mr. Young decided to move his practice away from AIG Financial Advisors.
Clarion Wealth Management Partners was formed and founded by Mr. Young in 2009 and established an affiliation with Commonwealth Financial Network®, one of the nation’s largest and oldest independent broker/dealers. Within the firm, Mr. Young is both the president and a wealth advisor for his clients—leading the Clarion organization in a way that incorporates his personal gifts, knowledge, and expertise in the areas of estate planning, retirement income distribution, wealth management, and protection planning.
Mr. Young and his wife, Meg, live in Warrenton, Virginia. Their older son, Peyton, is a third-year at the University of Virginia studying aerospace engineering and their younger son, Harris, is a junior at Kettle Run High School in Fauquier.
David W. Young, III, CEP®, RFC® is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser—broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Director of Marketing, Business Manager
Meg has worked in the financial services industry for nearly eight years—in partnership with David for most of that time. She specializes in all aspects of our public and private marketing, client appreciation, and educational events—and she takes care of all of our public relations and our internal business matters at Clarion.
Originally from Oklahoma and Texas, Meg has an extensive background in customer service, serving in many different capacities. She's worked for companies such as Phillips Petroleum (presently ConocoPhillips) and American Express (corporate card services). She attended and graduated from Texas A&M and holds a bachelor of business administration degree.
Meg serves in the community as a small group leader with Bible Study Fellowship, a national ministry dedicated to in-depth Bible study. In addition, Meg is a very active school-based volunteer.
Working out of our office in Fairfax as well as her home office, Meg successfully juggles her activities with the demands of a first-year student at the University of Virginia and a teenager in high school.
Practice Administrator and Client Experience Director
Nicole joined Clarion in 2015 and serves as our receptionist/administrative assistant. In this role, Nicole provides a pleasant and memorable first and last impression for all clients and visitors. In addition, Nicole is responsible for overseeing the office operations, maintaining the calendar, and ensuring that each client has access to and utilizes Investor 360°®.
Before joining Clarion, Nicole was a preschool teacher for over five years. After getting married in 2015, Nicole decided to make a career change. In 2016 she received her bachelors in psychology from Regent University and relocated to West Virginia. In her spare time she enjoys reading and knitting.
Director for Protection Planning Services
Ms. Conner joined Clarion in the Spring of 2015 and while she has worn many hats since then, she primarily served as our Assistant for Financial Planning Services. In this role she was the first point of contact for new clients and ensured they enjoyed a smooth and seamless transition to our firm through our onboarding process. Over the last couple of years, Kelly’s role has become more clearly defined in the area of protection and estate planning.
In June, 2018 she accepted a promotion and has become our Director for Protection Planning Services. In this new role, Kelly is responsible for all aspects of insurances (including life and long-term care), annuities (fixed and variable) and estate (preparation and settlements). She has the depth of knowledge and experience necessary to truly support clients or children of clients in the event a loved one is infirmed or passes away.
Kelly received her bachelor of arts degree in art history from James Madison University in 2013. She earned her Virginia life/health insurance license early in her financial services career and has obtained both her FINRA s7 and s66 securities registrations. She is a fully registered staff member with Commonwealth Financial Network.
Born into a military family going back several generations, Kelly spent her childhood living throughout the southern and southwestern United States. She settled in the Northern Virginia region in 2000 and has been a Virginian ever since. In her spare time, she enjoys reading, spending time outside with her two dogs, Marley and Jazz, and following her favorite sports teams—particularly the Washington Capitals and San Antonio Spurs.
Client Services Intern
Nick began working at Clarion over Winter Break in January of 2018, then after the Spring semester, rejoined our staff in May of 2018. This year he serves as the Client Services Intern – and provides a secondary level of support for the office doing a wide variety of administrative tasks. His main role over the course of the summer is the tracking and documenting of RMD for our clients who are over 70 years old.
Nick is working towards receiving his Bachelor of Arts degree in Finance from Christopher Newport University in Newport News; he plans to graduate in 2020 and hopes to pursue a career in the financial services industry.
Born in 1998, Nick spent his early childhood in Seattle, then his family settled in Northern Virginia where he has been ever since. In his free time he enjoys playing board games and relaxing with his dog. He is an avid sports fan who watches every major sport but really enjoys following both Seattle and Washington teams (except, we’re sorry to say, the Redskins).
Karen Tupitza, CFP®
Director of Financial Planning and Research Services
Mrs. Tupitza has recently joined Clarion and serves as our Director of Financial Planning and Research Services. Karen is responsible for delivering an extraordinary financial planning services experience to our clients; new clients as they onboard and existing clients as they plan for life’s events - specifically retirement.
Karen has worked in the financial services industry for over 20 years, served clients in the capacity of a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional. Karen also holds her FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® and life/health and variable life/annuity licenses in Virginia. Prior to joining Clarion, she provided comprehensive financial analyses for families and business owners throughout the United States. She has also managed investment advisory practices and operations. She has spent the last decade specializing in her work with high net worth clients, providing strategic financial planning and an exceptional client service experience.
As a northern Virginia native, Karen is proud that her children have pursued higher education through Virginia state schools. Her daughter and son-in-law are both University of Virginia alummi and her son is finishing his final year at Virginia Tech. Karen completed her CFP® studies through the College for Financial Planning in 1993 and, through continuing education studies, as well as Business Management studies through Western Governor’s University, continues to broaden and deepen her knowledge of the financial services industry and business.
Karen lives with her husband Jon, in Alexandria. She enjoys spending any free time outdoors, rafting, kayaking, or hiking in our National Parks.