Crystal has been in the financial services industry since 2011 and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients. Crystal is also very active in her community, participating in organizations such as JOIN Janesville, OutReach Inc., Special Olympics of Wisconsin, Gift of Adoption – Wisconsin Chapter, SecureFutures, Schools of Hope, and more.

Previous Experience

  • Advisor at Wells Fargo
  • Registered Client Service Associate at UBS Financial Services

Education & Credentials

  • BBA, University of Wisconsin – Whitewater, Finance, summa cum laude
  • MBA, University of Wisconsin – Whitewater, summa cum laude
  • Certified Financial Planner
  • Chartered Retirement Planning Counselor®
  • Series 7, 63, and 65 licenses

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELOR SM and CRPC® are registered service marks of the College for Financial Planning®.

More from Crystal