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.



Our advisors

Advisor photo for Douglas Crumley Jr

Douglas Crumley Jr

CFP®, CRPC, APMA, CKA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Douglas Crumley Jr Visit Douglas Crumley Jr's website
Advisor photo for Gerardo Vergara

Gerardo Vergara

CFP®, APMA

Financial Advisor

Learn more about Gerardo Vergara Visit Gerardo Vergara's website


Our team

Jeanne Dendas

Jeanne Dendas

Operations Director

Heather Tan

Heather Tan

Marketing Specialist,

Client Service Specialist
Tonya Reed

Tonya Reed

Client Service Coordinator

Roles & Responsibilities

  • Notary licensed 2024
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Lavina Ilgen, FPQP®

Lavina Ilgen, FPQP®

Financial Planning Specialist

Pauline Cole

Pauline Cole

Client Service Specialist