Broker Check

Team

 

Jeff Thiesen

Partner & LPL Financial Consultant, Fresno Office

As one of the senior partners of Thiesen Dueker Group, Jeff possesses the ability to understand how businesses, organizations and individuals foresee their future.

Read more

Lance Dueker

Partner & LPL Financial Consultant, Fresno Office

As a senior partner of the Thiesen Dueker Group, Lance focuses on helping the team and clients formulate strategies for complex and challenging financial situations.

Read more

Thomas Frost

Associate & LPL Financial Consultant, Fresno Office

With nearly 2 decades of industry experience, Tom is a contributor to our team in several areas. He acts as the primary advisory contact for a significant number of our joint clients.

Read more

Jason Link

Associate & LPL Financial Consultant, Fresno Office

Jason was born and raised in Sanger, CA and graduated from Fresno State in 2001.

Read more

Matt Merzoian

Partner, Retirement Plan Services Division, Fresno Office

After founding Matt Merzoian Retirement Plan Advisory Services, and working independently out of the Thiesen Dueker Fresno Office, Matt decided it would benefit him and his clients to become a member of our team. For more than 20 years...

Read more

Michael Muhareb

Associate & LPL Financial Consultant, Fresno Office

Born and raised in Fresno, Michael attended college at Jonkoping International School of Business in Sweden and earned his Business Administration degree with an emphasis in Finance at California State University, Fresno.

Read more

Thomas Morgan

Associate & LPL Financial Consultant, Fresno Office

Tom has lived in the Valley most of his life. After he graduated from Fresno State in 1990 he began his career with a major Wall Street firm as a financial advisor.

Read more

Stephen Spach

Associate & LPL Financial Consultant, Fresno Office

Stephen joined the Thiesen Dueker Group in 2013 as an LPL Financial Advisor after becoming passionate about this industry during his time in the NFL.

Read more

Vince Mastro

Associate and LPL Wealth Advisor, Fresno Office

First starting off in Real Estate, Vince transitioned to the Insurance and Financial Service Industry more than 30 years ago.

Read more

Bob Barber

LPL Wealth Advisor & Portfolio Manager, Fresno Office

Bob Barber joins the Thiesen Dueker team with almost three decades of experience as a wealth advisor.

Read more

Brooke Simmons

Chief Compliance Officer, Fresno Office

Brooke began her career in the financial services industry in 1995 as a Client Service Assistant.

Read more

Rebeka Leighton

Transition Specialist, Fresno Office

Rebeka joined Thiesen Dueker Group in 2009. She gives our clients and our team her personalized attention, is readily available for the clients, and is always personable and professional.

Read more

Jamie Davis

Relationship Manager & LPL Registered Client Services Associate, Fresno Office

With a knack for fostering strong relationships with clients and coworkers, Jamie has brought a wealth of value to Thiesen Dueker Group since 2003.

Read more

Tess Ward

Client Services Associate, Fresno Office

After graduating from Clovis High School in 2005, Tess gathered experience in the industry and acquired her Life Insurance License prior to joining the Thiesen Dueker Group in 2008.

Read more

Layla Murphy-Long

Client Service Associate, Fresno Office

Layla has come on board with the Thiesen Dueker Group after 9 years advancing through several positions in the banking industry.

Read more

Shaley Reagan

Relationship Manager, Retirement Plan Services Division, Fresno Office

After 10 years in the financial industry, Shaley came on board with Thiesen Dueker Group with an extensive banking background which brings an excellent skill set to our business.

Read more

Te Shardlow

LPL Director of Operations, Fresno Office

After inheriting the love of the business from her Father, Te brings over 30 years of experience in the financial services industry to the Thiesen Dueker Group.

Read more

Shannon Stewart

Director of Marketing Communications, Fresno Office

Shannon has joined the Thiesen Dueker Group with over a decade of marketing, sales, and large-event management experience after working for a worldwide entertainment and convention venue management company.

Read more

Tammie Sitton

Client Services Associate, Fresno Office

Tammie joined our team in 2012 after more than 20 years in front office executive roles in the financial industry and has been creating a warm and welcoming environment since.

Read more

Brian Nunes

Associate & LPL Financial Consultant, Visalia Office

Brian has been providing financial advice to his clients since the beginning of 2005. He greatly enjoys helping clients design financial plans to help them pursue their future dreams and goals.

Read more

Ryan Purkiss

Associate & LPL Financial Consultant, Visalia Office

Ryan is an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ professional.

Read more

Tom Fife

Partner & LPL Financial Consultant, Visalia Office

With 30 years of experience as a Financial Consultant, Tom brings a wealth of knowledge and expertise to the Thiesen Dueker Group.

Read more

Kimberly Choi-Lindley

LPL Registered Client Services Associate, Visalia Office

Kimberly joined the Thiesen Dueker Group in 2011 and with her she brings over 22 years of experience in client service, working with several major wire houses as well as one money manager.

Read more

Maday Diaz

Client Services Associate, Visalia Office

As a Client Services Associate, Maday devotedly serves alongside the Advisors with the Thiesen Dueker Group to ensure the needs of the clients are met.

Read more

Ronald Young

Associate & LPL Financial Consultant, Bakersfield Office

For over a decade Ron has enjoyed helping clients with their unique investment choices.

Read more

Diana Kliewer

Client Services Associate, Bakersfield Office

Diana has been serving clients in the financial industry since 1999 after being tirelessly recruited by one of her aunts, who was looking to retire.

Read more

John McKinney

LPL Registered Representative, Ventura Office

John McKinney characterizes his 26 years as a financial planner as his “third career.”

Read more

Storme Alley

Client Services Associate, Ventura Office

Storme has been with the LPL advisor she supports since 2014 and together, they are now joining the Thiesen Dueker Team. In her previous industry, Mr. Dueker was so impressed by her work ethic, he offered her a job.

Read more

Carol Matalon

Client Services Associate, Camarillo Office

Carol brings 38 years of accounting experience and 13 years of financial industry experience to the Thiesen Dueker Group.

Read more

Tuan Tran

Associate & LPL Financial Consultant, Irvine Office

After growing up in Viet Nam, attending Saigon University of Law and Viet Nam Air Force Academy, Tuan completed a long and distinguished career as a Verizon Network Control Center Manager.

Read more

Conrad Fournier

Partner & LPL Financial Consultant, Merced Office

Conrad has joined the Thiesen Dueker team with the vision of success for his clients’ goals; he sees TD Group as a way to help foster that idea. Joining us with decades of experience in the industry, he can deliver a full range of...

Read more

Michelle Shepherd

Client Services Associate, Merced Office

Michelle has joined Thiesen Dueker as a Client Services Associate and brings many years of managerial and customer service experience. She will be dealing hands-on with our Merced area clients and offering her dedication to their...

Read more

Jasin Carlen

Partner & LPL Financial Consultant, San Francisco Office

Jasin is a long serving veteran of the financial services industry.

Read more