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Superior Financial Service That’s Second to None

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Going Above & Beyond

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. 

 

By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. 

 

You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. 

Meet the Team

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Crystal Leach

Senior Registered Relationship Manager

 

Throughout her career in the financial services industry, Crystal has utilized her attention to detail and reliable nature to ensure that clients are provided the high level of dedicated service they deserve. It is Crystal’s goal to take care of – if not anticipate – the needs of the clients our team serves.

 

Prior to joining Affinity Wealth Partners in 2018, Crystal served for nine years as a senior registered client associate and officer with Wells Fargo Advisors, where she received the Distinguished Professional Service award in 2015, 2016 and 2017. Before that, Crystal held the role of registered client associate and served as support staff for multiple brokers at Merrill Lynch from 2000 to 2009. From 1998 to 2000, Crystal was employed as a margin clerk and served as support staff for the home office of Midwest Discount Brokers. A graduate of Southwest Missouri State University with a degree in finance, Crystal holds her Series 7, 63, and 66.

 

Originally from Springfield, Crystal now lives in Ozark with her husband, Scott, and their children, Haley and Mason. In her free time, Crystal enjoys being active at her church, doing volunteer work with her daughter, watching sports and traveling. Most of all, she enjoys being a wife and mother.

 
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– Nicholas Sparks

“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”