As a Client Relationship Specialist, Chrystal applies her love of puzzles to help clients organize the pieces of their financial lives into a cohesive picture. She sees no challenge as too big or to small and enjoys helping clients find ways to align their resources with their goals. For Chrystal, the most rewarding part of her role is building relationships with clients and getting to know them on a personal level so that she can help to tailor the client experience to fit each individual’s unique needs.
Chrystal has spent over a decade in the industry with client service roles at Merrill Lynch and other regional firms. She credits her years of working with talented professionals to helping her hone her knowledge in areas including retirement planning, investment management, cash management, and insurance. Chrystal leans on her broad knowledge base to help clients address their goals. In addition, her passion for continued learning, including earning the Charted Retirement Planning Counselor™ (CRPC®) designation, drives her to continue expanding her knowledge to help clients.
Chrystal’s commitment to going the extra mile doesn’t stop at the office. In her spare time, you can find Chrystal logging miles on her mountain bike and in her hiking shoes. Her favorite trail companions are her husband and their three rescue dogs.