Crystal A. Jacquay, CDFA®

Partner

Certifications

Certified Divorce Financial Analyst (CDFA®)

Education

Indiana University

With over 15 years of experience in financial planning, Crystal strives to provide thoughtful and personalized financial guidance to her clients. She focuses on listening to each client’s unique goals and creating tailored plans to help them achieve their aspirations. She believes in a client-first approach, ensuring that each plan reflects her clients’ individual needs and circumstances.

Crystal earned a bachelor’s degree from Indiana University and is currently pursuing the Certified Financial Planner™ certification. She also holds a Certified Divorce Financial Analyst (CDFA) license, allowing her to assist clients through the financial intricacies of divorce.

Outside of work, Crystal enjoys spending time with her husband and their daughters. They love being on the water and are avid sports fans, enjoying both playing and watching various sports together.

Certifications

Certified Divorce Financial Analyst (CDFA®)

Education

Indiana University

With over 15 years of experience in financial planning, Crystal strives to provide thoughtful and personalized financial guidance to her clients. She focuses on listening to each client’s unique goals and creating tailored plans to help them achieve their aspirations. She believes in a client-first approach, ensuring that each plan reflects her clients’ individual needs and circumstances.

Crystal earned a bachelor’s degree from Indiana University and is currently pursuing the Certified Financial Planner™ certification. She also holds a Certified Divorce Financial Analyst (CDFA) license, allowing her to assist clients through the financial intricacies of divorce.

Outside of work, Crystal enjoys spending time with her husband and their daughters. They love being on the water and are avid sports fans, enjoying both playing and watching various sports together.