Krystal J. Smallis
Client Relationship Specialist
Krystal Smallis joined Signature Financial Planning in September 2017 as a Client Relationship Specialist. In her role, she serves as the primary contact for scheduling client reviews with their respective advisor. In addition, Krystal is involved in various marketing initiatives, special event planning, and other administrative services. Prior to her role at SFP, she served as a sales associate at Anderson’s Candies.
Krystal earned her Bachelor of Science degree in Applied Mathematics at Robert Morris University.
She currently resides a few miles outside of the city in Moon Township.
A chat with Krystal
What made you want a career in finance?
As long as I can remember math has always been my strong suit. After high school, I attended Robert Morris University, where I attained my Bachelor of Science degree in Applied Mathematics. Given my personal and educational background, I feel Signature Financial Planning will allow me to utilize my experience and grow as a professional.
What do you like best about being a part of the signature financial family?
The word family, as stated in the question, speaks for itself. When I first started at SFP, I instantly felt welcome by all. Everyone here has the same goal in mind, and that is to help one another succeed which in-turn positively reflects to our clients we serve daily. For these reasons I enjoy coming in to work and am eager to see my professional growth within the company.
On a professional level, what are your biggest accomplishments?
As of now, my biggest professional accomplishments are graduating Robert Morris University with my Bachelors of Science in Applied Mathematics in addition to securing my first professional career here at SFP.
What do you love to do outside of work?
I could spend days just cooking in the kitchen, as long as I don’t have to do the dishes afterwards. I also enjoy spending time with my family and friends, traveling with my fiancé and watching movies.
What are you passionate about in your personal life?
My family and friends are what I am most passionate about. Additionally, I strive to live a healthy lifestyle and enjoy running in the Pittsburgh Marathon.
What is your most memorable travel experience?
My most memorable trip is when I traveled to Greece with my grandparents. Between the gorgeous beaches, crystal clear waters, amazing meals and connecting with family members who live there, I plan to go back in the next few years!