Meet The Team

Meet Who You’ll Be Working With

Our mission statement- We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our firm- Comprehensive Financial Planning Group, LLC, takes a holistic approach to financial planning. Our focus includes:

Special Needs Planning
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning

Brian S. Young CFP ®, ChSNC ®

President & CEO

Brian S. Young, CFP®, ChSNC® has more than 25 years of professional experience in the financial industry. In 2015, he founded Comprehensive Financial Planning Group, LLC. A financial planning firm that is focused on Retirement and...

Elizabeth Rodriguez

Financial Advisor

Elizabeth Rodriguez graduated from Liberty University with a Bachelor of Science in Business Administration: Financial Planning. Through pursuing her degree, Elizabeth completed all the components of the CFP and will be sitting for the...

Lisa Lewis

Administrative Assistant

Lisa Lewis has been a life-long resident of Maugansville, MD. After getting an AA degree at Hagerstown Junior College (now Community College) in what was then referred to as “executive secretarial” and working temporary jobs, she began...

Riley West

Marketing Manager

Riley West is a recent graduate of Pennsylvania State University with a Bachelor of Science in Business Administration and Marketing. Throughout her academic journey, she developed a passion for creating marketing strategies that...

Ready to Start Planning?

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals with personalized strategies and expert guidance. Let’s build your secure future together.

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