Insight-based advice

You can think of Crystal as your financial navigator. Since 2003, she has been utilizing a structured two part process that allows her clients to always have their bearings. 

• The first step is to create a map that shows both your current position and your desired future destinations. This is the step where you map out what is important to you, what you want to achieve, and what role your wealth plays in your goals. 
• The second step of her process is creating and implementing an investment strategy to steer you towards those destinations. 

Her investment decisions are rooted in Modern Portfolio Theory coupled with real world experience, and are always backed up with vigorous research. She uses the vast information and resources available at UBS like a compass to steer you along your journey.  Crystal has a strong crew at UBS backing her up to help make tactical shifts when needed. Specialists in planning, lending, equity research, insurance and more are always available.

Crystal was raised in Saudi Arabia as an "oil brat." While growing up as an ExPat she learned to sail and scuba dive, and she fell in love with traveling. Exploring different cultures developed her global perspective that helps shape her investment recommendations even today. She moved back to the States for college and earned her Bachelor degree from the University of Houston and then her Master degree from Rice University. As someone who values education, Crystal quickly went on to earn the two most prestigious designations in her industry: the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, and the Certified Investment Management Analyst® (CIMA) designation. Crystal has also gone through specific training at UBS to become a designated Wealth Advisor.