Principal and Chief Compliance Officer.
In 2000, Crystal joined the firm and is still just as passionate about her job today as when she started.
As CCO, her unwavering commitment to her work is paramount to ensure the firm is compliant within the changing regulations of the industry.
Crystal is also responsible for guiding SYM’s operational initiatives from visioning to implementation. There is no job too small for Crystal and her enthusiasm for our clients, our employees, and our firm is contagious.
Bachelor of Science in Business Finance, Indiana University
Master of Business Administration, Indiana University
Financial Paraplanner Qualified Professional ™
Member, Board of Directors CASA of Kosciusko County
Volunteer, Fat and Skinny Tire Fest
Crystal’s Words to Live By
Good, better, best. Never let it rest until your good is better and your better is your very best!
Crystal enjoys traveling and exploring new areas with her husband Wes. On their driving vacations, a primary goal is to stay off the highways, but instead take the secondary roads to explore rural America. Most of their vacations involve hiking, biking, kayaking, and amazing scenic views (and they always include finding a quaint restaurant and live music). When Crystal is not traveling, her favorite pastime is spending time with family and friends.
Get Crystal’s Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email firstname.lastname@example.org.