Assistant Compliance Officer / Investment Advisor
Crystal received her Certified Financial Planning Certificate from Rice University and has been a Certified Financial Planner™ Practicioner since 2012. She graduated from the University of Houston with a Bachelor of Business Administration in Marketing and minors in Public Relations, Management and European Studies. She also received a certificate from the nationally ranked Program for Excellence in Selling. She has over five years of industry experience and diversified expertise in the client relationship management and administrative functions. Today she is responsible for developing and sustaining client relationships, conducting in-depth portfolio reviews, and working with clients in every aspect of their account.
Outside of work Crystal enjoys spending time with her family and friends, volunteering for the Houston Livestock Show and Rodeo, reading, gardening, yoga, playing soccer, and volleyball. Crystal is also a freelance writer about food and wine and is Level 2 Certified with the International Sommeliers Guild.
Crystal holds the FINRA Series 7, 66 and Group 1 Life & Health Insurance License.