Meet Crystal
Crystal is the Office Manager and Executive Assistant to the President and CEO of Financial Independence Planning (FIP). With over a decade of professional experience, including six years in finance, she is a Series 7 and 63 FINRA-registered professional and a certified notary public.
A graduate of Bob Jones University with a bachelor’s degree in Humanities, Crystal combines her educational background with exceptional organizational skills and a collaborative approach, making her an invaluable member of the FIP team. Whether she’s ensuring smooth office operations, assisting leadership, or welcoming visitors with her friendly demeanor, Crystal consistently embodies FIP’s core values.
In her free time, Crystal enjoys reading books, hiking local trails with her partner, and spending time at home in Eagleville, where they live with their beloved cat, Reesie.
Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC.