Carli Young is a Client Associate with MRA Associates. In this role, Carli focuses on providing high-quality service and support to wealth management, investment advisory, and tax clients. Her responsibilities include compiling client data for reporting, performing investment analysis, and assisting with special projects.
Carli joined the MRA Associates team in 2019 as a tax, finance, and wealth management intern. Prior to MRA, Carli worked for the City of Phoenix as a city controller’s office intern. In those roles, she assisted with various client projects, tax preparation, accounts payable, and bill processing. Carli earned a Bachelor of Science degree in Finance with a minor in accounting from the Honors College at Grand Canyon University.
In her free time, Carli enjoys playing sports, hiking, camping, and spending time with friends and family.