Crystal Stevens joined Creative Financial Group in 2002. She designs and analyzes customized financial plans for corporate executives, professionals, retirees and business owners. In addition to providing comprehensive financial planning and investment management solutions, she prepares individual tax returns for her clients. After earning a BBA in Finance from the University of Georgia, she began working at Regions Bank analyzing high-end commercial loans and lending relationships. She went on to complete her Master of Science in Personal Financial Planning at Georgia State University and became a Certified Financial Planner™.
She continued her education by earning a Master of Taxation and becoming an Enrolled Agent. Crystal is a financial planner who focuses on building long term relationships. She believes in looking at clients’ complete financial situation and providing guidance to help make the best decisions for their families. Crystal strives to promote financial awareness and enjoys giving educational presentations to help individuals learn more about their finances or understand their corporate benefits. She has been quoted in the Peachtree Papers and as announced by the Atlanta Magazine, Crystal has been consistently named a Five Star Wealth Manager from 2012-2023.
Not only is Crystal a devoted team member at the office, she is actively involved in her community; whether volunteering at her church, or cheering on her two boys at their various activities. Crystal and her husband Pate live in Gwinnett County with their two boys, Carter and Ely.