Crystal helps every part of your experience with Wealthmark run smoothly, from your first documents to ongoing reviews.
As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts, reviewing paperwork and requirements, coordinating contracts, and scheduling meetings. Her work helps keep everything organized, accurate, and on track so you can move through the planning process with clarity and confidence.
With more than 35 years of experience in the medical field, including the past 15 years managing, coordinating, and supervising teams in local clinics, Crystal brings a thoughtful, dependable, and organized approach to her work. She takes pride in supporting a positive client experience and assisting the team with day-to-day processes.
Outside of the office, Crystal enjoys spending time outdoors kayaking, hiking, biking, and camping. She is also a proud mother of two adult children and grandmother of two grandchildren. Crystal has participated in four medical missions to Nepal, where she helped provide health care to villagers in need. Her passion for serving others and helping people who have limited resources is an important part of who she is.