Crystal Winters

Financial Planning. Assistant/Compliance Assistant


As a Financial Planning Assistant, I look forward to building a long term relationship by assisting you with your phone requests and email inquiries about your accounts. As a member of the Phase 3 team since 2021, working in tandem with the financial advisors, you can count on me to gather & organize data for meetings, assist with deposits, check requests, transfers and other administrative tasks. I have 5 adult children and 1 amazing grandson who I love spending time with. In my free time I like to explore antique stores with my husband looking for that perfect vintage gem. I also am an avid quilter and love to make quilts for my friends and family to enjoy.