Chalize Young

Chalize is a Client Support Specialist with a diverse professional background in customer service, administrative support, and real estate. She joined the financial services industry in 2026, bringing with her 20 years of customer service experience and four years of administrative experience. She is known for her attention to detail, organizational skills, and ability to coordinate workflows efficiently.

While new to the financial services industry, Chalize is committed to delivering exceptional client experiences while continually expanding her knowledge of the wealth management field to better support clients and her team. She values building positive relationships and ensuring every interaction is handled with professionalism, accuracy, and care.

Outside of work, Chalize enjoys traveling, days at the lake, and spending time with her family, especially cheering on her kids at their sporting events.