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Crystal-Lee

Crystal Lee

Client Service Associate, CRPC®

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

Not only does she provide technical support to our advisory team, she 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 17 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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