Crumley & Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Team

Pauline Cole

Pauline Cole

Client Service Specialist

Qualifications

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

Jeanne Dendas

Client Service Manager,

Assistant

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
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Gerardo Vergara, APMA<sup>®</sup>

Gerardo Vergara, APMA®

Paraplanner

Heather Tan

Heather Tan

Client Service Specialist