Jean Young

Background and Experience

Jean graduated from OSUIT in 1991 with a degree in legal studies. She worked in the legal field for 5 years before moving into the financial services industry in 1996. Her many roles over the years range from being on the front lines as the first person you meet or speak to on the phone to working diligently behind the scenes to ensure all operational processes such as account transfers, money movement or new business is completed efficiently. She has worked with different financial advisors and broker/dealer firms over the span of her career until finding the right combination with Jennifer in 2009.

Focus

Jean oversees all aspects of client services, operations and marketing to provide for each client's unique needs. But her main goal is to make sure each client has a feeling of comfort that they are being taken care of as though they were her own family. Getting to know clients in their daily lives as well as their families is the philosophy she and Jennifer have always shared in their business.

Away From The Office

Jean has two grown children, Cydni and Rustin. Being a semi empty nester, she and her boyfriend, Larry enjoy traveling to historical places, boating, camping and riding Harleys.