We understand that trust is of the utmost importance in maintaining a productive client-advisor relationship. Our team follows our core values of Integrity, Commitment, Flexibility, and Kindness.
About David L. Crawford, CFP
David Crawford has been in the financial services industry since 1986, helping clients create and achieve their financial planning goals while providing the support and guidance they need. He excels at providing comprehensive financial plans and strategies to individuals, families, and small business owners. David earned a bachelor’s degree in business administration from Idaho State University. In addition, he holds FINRA Series 6, 7, 26, 63, and 65 licenses, as well as the Certified Financial PlannerTM professional (CFP®) certification. He is also a member of the Clearwater Estate Planning Council. In his time away from the office, David enjoys spending time with his wife and two sons and being involved with many community activities and clubs. He serves as a volunteer ski patroller at Brundage Mountain Resort.
“I consider myself an educator and guide, walking clients through the financial planning process. I want to help people on their way toward financial security.” ~ David Crawford, Crawford Financial Planning
About Chelsey J. Snyder
Chelsey Snyder joined Crawford Financial Planning in 2022. Chelsey earned a bachelor’s degree in business administration from Lewis-Clark State College in 2011 and a master’s degree in accounting from the University of Phoenix in 2017. She has worked in public accounting in some capacity since 2017. In addition, she holds FINRA Series 7 and 66 licenses and is currently enrolled at Kaplan University in the College of Financial Planning to earn a Certified Financial Planner™ (CFP®) certification. Outside the office, Chelsey loves finding adventures of all kinds with her husband and two little boys