“Seeing someone enjoy the benefits of a plan I’ve worked on in the past is a constant encouragement, but I am happiest when I’ve seen someone through a hardship by being there with—and for—that person in the present.”
Crystal has almost 20 years of experience in retirement income planning, investment management, and comprehensive financial planning. After graduating from the University of Alabama’s Financial Planning Program, Crystal obtained her CERTIFIED FINANCIAL PLANNER™ designation. Crystal specializes in working with clients at or nearing retirement age. Crystal serves as chair of the firm’s Best Practices Committee.
Crystal grew up in Homewood, Alabama and currently lives in the Bluff Park community with her husband, John, and their two children, Ella and Ben. They are active members of Bluff Park United Methodist Church, where Crystal serves on the Finance Committee and Children’s Council.
- Financial Planning Association of North Alabama: Director of Community Outreach, 2008-2009; Treasurer, 2013
- Bluff Park United Methodist Church: Finance Committee, Children's Council