Crystal started her financial career in the banking industry in 2002. After 6 years in the banking world and after graduating from Texas State with a degree in Business Management she joined Northwestern Mutual as a Financial Representative. Over the years she has held many roles serving clients as well as serving on leadership teams.

Today, Crystal’s financial planning practice specializes in serving families who have a loved one with special needs. Her passion for the special need’s community was born in 2018, when her best friend Sara’s son was diagnosed with Autism. During that time, she noticed there are very few advisors in the central Texas area who have the expertise and knowledge needed to do the important planning that is necessary for an individual with a special health care need.

With that in mind, she and her team have dedicated their time and knowledge to delivering only the highest-level client experience to any family with a loved one who has special needs. Their goal is to provide clarity and direction toward building a solid financial plan for not only the individual with special needs, but the family members who care for them.

Firm Description

Crystal’s financial planning practice focuses on serving families who have a loved one with special needs. Her passion for the special need’s community was born in 2018, when her best friend Sara’s son was diagnosed with Autism. During that time, she noticed there are very few advisors in the central Texas area who have the expertise and knowledge needed to do the important planning that is necessary for an individual with a special health care need. With that in mind, she and her team have dedicated their time and knowledge to delivering only the highest-level client experience to any family with a loved one who has special needs. Their goal is to provide clarity and direction toward building a solid financial plan for not only the individual with special needs, but the family members who care for them

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