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®, AIF®
Founder & President, Wealth Advisor
Mr. Young has developed his career in the financial services industry for 25 years – working for and serving individuals and families as they plan for their financial future, make crucial decisions enabling them to transition into full retirement and sustaining financial independence. His relationship with each client is unique and personal – his advice is holistic and comprehensive, encompassing a complete understanding of each client’s core values and financial goals.
Mr. Young serves his clients in the capacity of a fiduciary and holds the following designations: Certified Estate Planner™ (CEP®), Registered Financial Consultant (RFC®), and Accredited Investment Fiduciary® (AIF®). 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” Virginian, Mr. Young's ancestors settled in the Washington, D.C., area in the early 1900s. Along with his parents and several uncles, He attended and graduated from Fairfax High School. Then He 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 and inter-denominational ministries across the country. He has worked and volunteered as a pastor to young people and their families, as a worship leader and as a director of program development. Mr. Young has a “heart” for pastoral ministry and effective mission work here in the United States. In fact, he was instrumental in training and leading teams of young people and adults in missionary work along the Delmarva peninsula for two decades beginning 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 the Savannah/Hilton Head area to lead a group of offices as a district manager and to continue to grow his practice. In 2000 Mr. Young returned to Northern Virginia and, for a season of four years worked bi-vocationally (church ministry and financial planning). In 2004 he opened his office in Fair Lakes and, in partnership with Householder Group/AIG Financial Advisors (currently SagePoint), he re-launched his practice as regional vice president, managing principal, and a national trainer for new advisors. During the Great Recession / financial crises of 2008–2009, Mr. Young decided to move his practice away from AIG Financial Advisors.
Clarion Wealth Management Partners was established in 2009 and secured an affiliation with Commonwealth Financial Network®, one of our 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 Leesburg, Virginia. Their older son, Peyton, is a graduate of the University of Virginia and works an aerospace engineering for the United States Air Force in Dayton, Ohio and their younger son, Harris, is a rising senior at Christopher Newport University studying neuroscience, biology and leadership.
David W. Young, III is proud to have been recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 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 Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level 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.
Karen Tupitza, CFP®
Director of Financial Planning and Research
Associate Financial Advisor
Mrs. Tupitza has recently joined Clarion and serves as our Director of Financial Planning and Research and Associate Financial Advisor. 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.
Director of Client Services
Mr. Marston recently joined Clarion as our Director of Client Services. His responsibilities are to deliver extraordinary service to our clients and to deepen the relationship they have with the President and firm. Cam will ensure that all client service meetings are productive and efficient, that our clients find it easy to do business with us by focusing on operational efficiencies/various account features. He will assist us with educating clients on various investment strategies.
Prior to Clarion Cam worked at Commonwealth Financial Network, our broker-dealer for nearly five years in the service center. His last position was Operations Support Specialist where he provided indispensable service to financial advisors. In that role he was able to learn all operational processes, tax reporting issues, corporate actions, cost basis inquiries, and problem-solving skills that provides a backdrop to and fuels his transition to the Clarion where he works directly with clients.
Cam received a bachelors degree in communications at Stonehill College where he played football on a scholarship. He earned his FINRA s7 securities registration during his financial services career. He is a registered staff member with Commonwealth Financial Network.
Cam enjoys spending as much time outdoors as possible whether it is camping, hiking, playing sports, or going skiing. You can find his dog close by in a majority of his excursions and when he is not staying active you can find him rooting for all the Boston sports teams and trying to catch some live music.
Director of 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.
Director of Marketing, Business Manager
Meg has worked in the financial services industry for nearly 15 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 has served or is currently serving in the community in a variety of ways -- as a small group leader with Bible Study Fellowship, a national ministry dedicated to in-depth Bible study, as a leader in local women’s ministries and chairing / volunteering several high school-based groups including after-prom programs.
Working out of our office in Fairfax as well as her home office, Meg successfully juggles her activities including working on a masters degree, managing a household that supports a very busy husband, her oldest that is now living a couple states away and rising senior in college.
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.
Mrs. Ostlund joined Clarion as our Administrative Assistant at the first of this year. She assists with the varied aspects of office operations, helps maintain the office calendar and provides administrative support to the Clarion team.
Prior to Clarion Beth worked as an Executive Assistant for a local church for 14 years. She is a graduate of Wake Forest University. Having both grown up and married into a military family, she has lived in several states as well as overseas. She and her husband, John, have two sons – one a graduate of Christopher Newport University and the other a graduate of Susquehanna University in PA. Beth enjoys camping and hiking with her dog – and husband! She also enjoys traveling, quiz nights, and gardening.
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).