Crystal Billing, MBA, CFP®, AEP, serves as the Senior Wealth Advisor and Chief Compliance Officer at SFMG Wealth Advisors since April 2016, where responsibilities have included roles as Wealth Advisor, Manager of Financial Planning, and Senior Financial Planner. Prior to SFMG, Crystal Billing worked at CFO4Life from 2006 to 2016 as Manager of Planning Solutions & Compliance and as a CERTIFIED FINANCIAL PLANNER™. Crystal Billing began the career at Spectrum Financial Group as a ParaPlanner from January 2000 to December 2004. Educational qualifications comprise a Bachelor of Business Administration in Financial Planning from the University of North Texas and a Master of Business Administration in Taxation from The University of Texas at Dallas.
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