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 together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Crumley & Associates
Team photo for Crumley & Associates

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Advisors

Gerardo Vergara

CFP®

Financial Advisor

Visit Gerardo Vergara's website


Team

Heather Tan

Heather Tan

Marketing Specialist,

Client Service Specialist
Jeanne Dendas

Jeanne Dendas

Operations Director

Lavina Ilgen, FPQP®

Lavina Ilgen, FPQP®

Financial Planning Specialist

Pauline Cole

Pauline Cole

Client Service Specialist

Tonya Reed

Tonya Reed

Client Service Coordinator

Roles & Responsibilities

  • Notary licensed 2024
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