Meet Crystal
With 16 years of experience under her belt in the financial services industry, Crystal joined SFMG in 2016 as a Senior Financial Planner. She worked through the ranks to become a Wealth Advisor and most recently, Chief Compliance Officer. What Crystal values about SFMG is the collaborative culture and how much she learns from teammates as they work to nurture clients and enrich their lives.
When not serving clients, you can find Crystal with her husband, their 5-year-old daughter, and 18-year-old cat! She loves traveling and has explored much of Europe, hunting for the best Italian food. Crystal can spend hours on a good jigsaw puzzle or Sudoko... which is why she says she loves her job so much. Working with each client is like piecing together a puzzle. Crystal values being able to assist them in putting it all together to achieve success and peace of mind.
Professional History
Associations
- Financial Planning Association
- Dallas Estate Planning Council
- National Society of Compliance Professionals
Education
- University of North Texas - BBA
- University of Texas at Dallas - MBA
Experience
- SMFG Wealth Advisors - Wealth Advisor & Chief Compliance Officer
- CFO4Life - Manager of Planning Solutions & Compliance
- Spectrum Financial Group - ParaPlanner
Areas of Focus
- Tax and Estate Planning
- Executive Compensation
Q & A
Words to Live By
"Challenges are what make life interesting and overcoming them is what makes life meaningful."
-Joshua J. Marine
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