With a background in both annuities and wealth management, Crystal brings valuable experience to CD Wealth Management. Beginning her career at a national financial services and insurance company in Iowa, Crystal was a nationwide customer service award winner. She specialized in broker-dealer operations and was recognized for her outstanding work on training modules and manuals. Crystal holds FINRA Series 6, Series 7, and Series 63 licenses and serves as an excellent resource to the team on industry updates and its impact on clients. With her magnificent work ethic and knowledge, she is an integral part of CD Wealth Management.
Crystal is a certified trauma specialist trained to de-escalate and aid in difficult situations. In her free time, she occasionally builds interactive art installations for large events. Born and raised in Iowa, Crystal and her husband enjoy escape rooms, Dallas’ music and art scene, and spending time with their rescue dogs, Rusty and Avocado.