registered representative, registered paraplanner
Chris Crawley wasn’t considering a professional career in financial services when she took a receptionist job at First Securities Corp., in Brookfield. But that’s what she has made of it.
That investment firm, co-founded by Bob Landaas, introduced Chris to the rigorous details of processing financial transactions and keeping individuals’ accounts. It also showed her how much she enjoyed interacting with clients.
“I like talking with people. I like meeting with them,” Chris says.
Chris later reunited with Bob as his assistant after he started his own firm in downtown Milwaukee. As her experience and expertise in financial services expanded, Chris’s responsibilities grew.
Soon, Chris was an assistant to a number of advisors at the expanding firm. Eventually, she studied for and attained the regulatory licensing required to be an advisor herself.
“Everybody here has had the opportunity to advance in some way,” Chris says.
Chris has grown on the job. She has learned through Landaas University, an in-house training program aimed at furthering associates’ awareness of finances and economics. But also, the team approach toward client services at Landaas & Company has allowed Chris to learn by doing.
Chris worked with advisor Margaret Schumacher for more than a decade at Landaas and in 2008 formed a working partnership with her.
“That gave me the opportunity to have more of a key role in client relations,” Chris says.
Chris and her husband, Doug, have a son and a golden retriever. She enjoys spending time with her family and being outdoors.