Crystal Karstens | Associate Financial Planner

I’ve worked in many capacities during my time at Petra beginning in 2004 as the receptionist and then shifting my responsibilities over time to include Compliance, Financial Planning and Operations. This has allowed me to expand my knowledge base and develop more flexibility in my role at Petra. A lot of the work I do is internal to Petra, but I do have the opportunity to work more directly with clients through Financial Planning and account servicing.

One of my favorite things about my job is the opportunity to serve our clients. At Petra, we strive to go above and beyond your expectations to ensure that we are serving you in a meaningful way. For us, it is not about completing tasks, but adding value to our clients' lives. I am in the office Monday - Thursday where you can reach me by phone or email at crystal@petrafinancial.com.

On Fridays, I am home with my son or shuttling him to and from school and activities. My husband and I love raising our son in the beautiful state of Colorado and taking advantage of all the sunny days we have here.