Team Profile

As a Client Service Associate, I work closely with clients and advisors to help ensure that client directives are carried out promptly and effectively. I am particularly adept at creating and employing systems that support efficiency throughout the client experience. The greatest measure of success for me is client satisfaction.

Whether I am helping to prepare resources for client reviews, processing transactions, or simply maintaining files, I take pleasure in knowing that my work has a direct, and positive, impact on the service we offer our clients and our internal teams. Clients and coworkers can expect a consistent, friendly, and efficient experience with me, no matter the request. I am honored to play a pivotal role in the client experience here at Sequoia.

Professional Accreditations & Education

  • Master of Science of Sport Administration, Valparaiso University

Up Close

  • Makes her home in Cleveland, OH with her husband, Bo, and their son, Benjamin
  • Enjoys being outdoors and golfing
  • I've spent years coaching Division I college soccer, and am passionate about the sport

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Kelly Young | Sequoia Financial Group


The website encountered an unexpected error. Please try again later.