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

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

LOCATIONS
  • 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

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