Crystal Roseman works as a financial advisor and the newest member of the ELS Vision Wealth Management team. She specializes in assisting young professionals and business owners establish and manage assets including insurance, 401(k) plans, and retirement plans.
Prior to joining the ELS Vision Wealth Management team, she had over 13 years of experience as a consultant, retirement specialist, and 401(k) specialist. She brings that expertise to the firm and our clients. She holds the Life and Health insurance license, as well as her Series 6, 7, 63, and 65 securities licenses. A natural educator, Crystal earned a B.S. in Psychology from Florida International University and uses those skills to communicate how accessible and human financial literacy should be. She enjoys speaking at seminars and community events. She is dedicated to finding holistic solutions to help clients build a legacy that lasts.
Crystal enjoys traveling, spending quality time with her family, and volunteering and speaking with faith-based organizations.