As a CERTIFIED FINANCIAL PLANNER^® professional and one of the founding members of Evans Wealth Strategies, Crystal brings nearly two decades of experience and a deep commitment to helping clients navigate their financial journeys with clarity and confidence. She specializes in designing and implementing customized financial plans tailored to each client’s unique goals, and regularly collaborates with CPAs and attorneys to support broader tax, estate, and elder care strategies.

Crystal holds a bachelor’s degree in psychology and maintains Series 7, 9, 10, and 63 securities licenses, as well as life and health insurance licenses in Pennsylvania. Her background gives her a unique understanding of the emotional side of financial planning—helping her guide clients through both numbers and life transitions.

Outside the office, Crystal is an avid Vermonter at heart. She loves hiking in the mountains, relaxing on her deck with her rescue dog Penelope, and planning her next adventure—Scotland is currently at the top of her list. Her favorite part of the job? The lasting relationships she’s built with clients over the years. Her go-to piece of advice: “The power of Roth IRAs—especially when you’re young—can’t be overstated.”