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Meet our financial planning team

Krystal Baez

Krystal Baez

Client Relations

Krystal is a member of the Client Relations team. She coordinates the preparation work for client appointments, including Portfolio Reports, Summary Spreadsheets and Investment Downloads. She manages the financial consultants’ calendars. This includes scheduling appointments for annual reviews as well as new account packet appointments

Krystal graduated from Bowling Green State University with a Bachelor's Degree in Human Development and Family Studies. In her spare time, she enjoys golfing and cooking delicious meals for her boyfriend, friends and family.