Education: Drake University – BA English and Music
Licenses/Certifications: FINRA Series 7: General Securities, Series 63: Uniform Securities Agent State Law, and Series 6LInvestment Company and Variable Contracts Products Licenses
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 national customer service award winner. She later began to specialize in broker-dealer operations, and was recognized for her outstanding work on training modules and manuals. Crystal holds a Series 6, 7 and a Series 63 license and serves as an excellent resource to the CD team on industry updates and its affects on clients. With her tremendous work ethic and knowledge, she has become an integral part of CD Wealth Management.
Crystal is a certified trauma specialist specifically trained to de-escalate and assist 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 bike-riding around Dallas and spending time with their rescue dog, Rusty.