Team - Krystal Lee

Stephen A. Paul, CPA

 

Krystal C. Lee, MBA, CFP®

Director of Financial Planning & Portfolio Manager

 
 

As a CERTIFIED FINANCIAL PLANNER™, Krystal enjoys balancing her introversion and extroversion characteristics, permitting her to think and care deeply in creating a financial plan.  

Krystal graduated from New Mexico State University with a Bachelor of Science in Industrial Engineering with minors in business administration, manufacturing, and mathematics. Prior to joining Allen Trust Company, Krystal spent a decade in commercial banking. While working full-time, she completed her MBA at the University of New Mexico Anderson School of Management.  In 2022, she earned the Certificate in ESG Investing awarded by the CFA Institute. 

She brings an analytical and process improvement mindset, with prior experience in alternative energy, automotive, banking, medical devices, and semiconductor industries.  Krystal moved to Oregon with her husband and fur-child in 2013 and considers the Pacific Northwest home.  Outside of work, she enjoys trying new restaurants, followed by cycling, dancing flamenco, running, and skiing.

Professional Affiliations

Community Involvement