Centra Financial Services is excited to announce the promotion of Crystal Rickard to Vice President of Wealth Management. She has 32 years of experience in the financial services industry, with nearly 10 of those being at Centra Credit Union.
“Crystal’s leadership will help us continue delivering the personalized guidance and trusted financial solutions our members deserve,” Centra SVP of CUSO & Community Impact Chrissy Bailey Said. “She brings deep experience, a strong commitment to service and a genuine passion for helping people achieve their financial goals. I’m excited about the positive impact she will have on the Member experience and the continued success of Centra Financial Services.”
In this new position, Crystal will be responsible for leading the strategic direction, growth and day-to-day management of Centra Financial Services’ team of investment consultants. Since joining Centra Financial Services, the investment and insurance branch of Centra Credit Union, she has proven her dedication to creating a valuable experience for both her fellow Team Members and Members.
“This promotion represents more than a new title, it reflects years of building relationships, serving our members and striving to make a positive impact every day,” Crystal said. “I’m excited about what lies ahead and look forward to working alongside an incredible team as we continue to grow, innovate, and make a lasting difference in the lives of the members and communities we serve. The best is yet to come!”
If you’re interested in working with Crystal and the Centra Financial Services team, you can email crickard@centra.org or request an appointment online.