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.



Our advisors

Douglas Crumley Jr, Private Wealth Advisor serving the Fair Oaks, CA area - Ameriprise Advisors

Douglas Crumley Jr

CFP®, CKA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Douglas Crumley Jr Visit Douglas Crumley Jr's website
Gerardo Vergara, Financial Advisor serving the Fair Oaks, CA area - Ameriprise Advisors

Gerardo Vergara

APMA®

Financial Advisor

Learn more about Gerardo Vergara Visit Gerardo Vergara's website

Our team

Pauline Cole

Pauline Cole

Client Service Specialist,

Marketing Specialist
Jeanne Dendas

Jeanne Dendas

Operations Director

Heather Tan

Heather Tan

Marketing Specialist,

Client Service Specialist
Lavina IIgen

Lavina IIgen

Financial Planning Specialist