Crystal Epstein

CLIENT VISION

I bring a decade of experience supporting advisors and shaping operations for future growth. My goal is to be a significant part of the continued growth of the consortium and provide exceptional service to each of it’s members.

AREAS OF EXPERTISE

• Advisory operations
• Trading
• Creating processes and procedures
• Advisor and client support
• FINRA & SEC rules and regulation

OUTSIDE THE OFFICE

I love spending time with my son Miles, husband Brian and dog Abby outside playing or going on family walks. When I do have time to myself, I enjoy sitting down with a magazine and a cup of coffee or looking for new healthy recipes to try on my family and friends.