Crumley & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Gerardo Vergara, Financial Advisor serving the Fair Oaks, CA area - Ameriprise Advisors

Gerardo Vergara

APMA®

Financial Advisor

Visit Gerardo Vergara's website

Team

Pauline Cole

Pauline Cole

Client Service Specialist,

Marketing Specialist

Qualifications

  • Notary Public
  • CA Ins Lic # 0F45940
View more
Jeanne Dendas

Jeanne Dendas

Operations Director

Roles & Responsibilities

  • Process, audit and submit paperwork
  • Client meeting preparation and follow up
  • Point of contact for clients and day to day support for advisor practice
  • 10 years of financial service industry experience
View more
Heather Tan

Heather Tan

Marketing Specialist,

Client Service Specialist
Lavina IIgen

Lavina IIgen

Financial Planning Assistant