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Crystal Lee, CRPC®, ChFC®

Client Service Associate

Crystal is instrumental in making sure our clients’ needs are met. If you have basic questions or need to process a transaction, Crystal will often be your first point-of-contact. A few things she can help you with include:

  • Changing your address, email, or phone number
  • Processing distributions from your accounts
  • Updating your beneficiaries
  • Adjusting your tax withholding
  • Generating special reports
  • Depositing money into your account
  • Changing the ownership on your account

Crystal holds the Chartered Financial Consultant® designation. This professional certification demonstrates her knowledge of the essentials of financial planning including insurance, income taxation, retirement planning, investments, and estate planning. In addition, Crystal is also a Chartered Retirement Planning Counselor℠, which enables her to help clients to define a “road map for retirement.” Crystal provides technical support to our advisory team and helps our clients gather financial data, executes trades upon advisor request, prepares forms, processes account transfers, conducts research, inputs data into financial planning software, maintains financial documents, manages critical workflows, and much more.

Crystal has worked in the financial services industry since 2004 and has been a valued member of our firm since 2016. She has been married to her husband, Scott, for nearly 20 years. They have two daughters, Anna and Amy, an English Bulldog, Porkchop, and a cat, Simba. In her spare time Crystal enjoys reading, spending time at the lake, and being with her family.

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