Crystal L. BillingCFP®, AEP
Meet Crystal L. Billing
With over 20 years of experience under her belt in the financial services industry, Crystal joined SFMG in 2016 as a Senior Financial Planner. She worked through the ranks to become a Wealth Advisor and most recently, added the role Chief Compliance Officer. What Crystal values about SFMG is the collaborative culture and how much she learns from teammates as they work to nurture clients and enrich their lives.
When not serving clients, you can find Crystal with her husband, Adam, their son Cameron, and an almost 20-year-old cat, Pride! She loves traveling and has explored much of Europe, hunting for the best Italian food. Crystal can spend hours on a good jigsaw puzzle or Sudoko… which is why she says she loves her job so much. Working with each client is like piecing together a puzzle, with each one being new and interesting. Crystal values being able to assist them in putting it all together to achieve success and peace of mind.
University of Texas at Dallas & University of North Texas
Financial Planning Association, Dallas Estate Planning Council, National Society of Compliance Professionals
Previously served on the board of the Financial Planning Association. Love volunteering for any animal related causes
Credentials / Certifications
Tax and Estate Planning; Executive Compensation, – types of clients – Widows, Corporate Executives, and Entrepreneurs
More About Crystal L. Billing
Words to Live by
“Challenges are what make life interesting and overcoming them is what makes life meaningful.”
-Joshua J. Marine
Coffee or Diet Dr. Pepper!
Mainly work stuff…especially anything related to taxes or estate planning. On a personal level, I will totally get sucked into a good jigsaw puzzle. I could also work on a Sudoko puzzle for hours!