XYPN
Krystal Schmitz has over 17 years of experience in compliance and operational support roles within the financial services industry. At XYPN, Krystal has advanced through various positions, starting as a Junior Compliance Consultant and progressing to Senior Compliance Specialist, and currently serving as Compliance Operations Manager since November 2019. Prior experience includes more than 13 years at First Security Bank Montana, where Krystal held roles as Operations Support System Specialist and Customer Relationship Manager. This combination of experience highlights a strong expertise in compliance, operations, and customer relationship management.
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XYPN
XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.