Meet the Team

Brian S. Young, CFP ®, ChSNC

President & CEO 

Brian S. Young, CFP®, ChSNC® has more than 25 years professional experience in the financial industry. He has earned the designation as a Certified Financial Planner™ professional and maintains a Series 7 General Securities registration and is licensed in life, health, and long-term care insurance. Inspired by his son with Autism, Brian has acquired a designation as a Chartered Special Needs Consultant, which focuses on financial planning for families that have a child or other family members with special needs. Brian is also a Member of the Academy of Special Needs Planners.

Brian is a graduate of Slippery Rock University in Pennsylvania, with a Bachelor of Science in Business Administration and Finance with a minor in marketing. He’s had the opportunity to study the international financial markets at Napier University while in Edinburgh, Scotland. Formerly from Altoona, Pennsylvania, Brian currently resides in Smithsburg, Maryland with his wife Tami and son Maximus.