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OUR STORY

OUR STORY

Our founding partners, Jeff Thiesen and Lance Dueker, began their careers serving their clients as consultants with large Wall Street firms. Yet, while their passion for serving their clients fueled their success, the proprietary limitations of large firms fueled their desire to serve clients a different way. They knew they could provide their clients with more choices and more opportunities independently. And they were right.

In 2003, they left the Wall Street firms behind and opened Thiesen Dueker Group. Able to serve clients the way they want to be served … and offer them unlimited opportunities … proved to be a model Thiesen Dueker Group clients appreciated. Since then, many other clients and experienced large-firm consultants have joined our team and found for themselves that independence is better.

HOW WE THINK. HOW WE WORK.

BE PREPARED.

To offer the best advice, we have to be the best prepared by perpetually updating our knowledge. Each team member at Thiesen Dueker Group is committed to ongoing industry education. You will benefit from our multidisciplinary expertise.

BE DILIGENT.

Autopilot is not an option. We care deeply about your success and work diligently to help you achieve it. We’ll continually review your portfolio in relationship to your goals and an ever-changing financial environment.

BE A BLESSING.

Our goal is for our clients to consider themselves as better off for having chosen Thiesen Dueker Group. We strive to achieve this by offering sound advice, staying in close communication, being accessible and responsive, and by fostering a sense of family.

Your Thiesen Dueker Team

Founding partners Jeff Thiesen and Lance Dueker lend support to every office and continue
to provide oversight and strategy for wealth management of clients.

Fresno Office

Bob  Barber

Bob Barber

LPL Wealth Advisor & Portfolio Manager

Thomas Frost

Thomas Frost

Associate & Financial Consultant

David Goforth

David Goforth

Associate & LPL Financial Planner

Brian Howard

Brian Howard

Client Services Associate

 Alexander  Jaramishian

Alexander Jaramishian

Compliance Associate, LPL Financial Consultant

Thomas Morgan

Thomas Morgan

Associate & LPL Financial Consultant

Peter Vang

Peter Vang

Associate & LPL Financial Planner

Joanne Armenta

Joanne Armenta

Client Services Associate

Ian  Gamboa

Ian Gamboa

Advisor Support Analyst

Maggie Canty

Maggie Canty

Client Services Assistant

Lora Eurich

Lora Eurich

Client Services Assistant

Casey Fitzpatrick

Relationship Manager & Client Services Associate

Angela  King

Angela King

Client Services Specialist

Daniel  Miller

Daniel Miller

Advisor Support Analyst

Layla Murphy-Long

Layla Murphy-Long

Client Services Associate

Te Shardlow

Te Shardlow

Director of Operations

Brooke Simmons

Brooke Simmons

Chief Compliance Officer

Tammie Sitton

Tammie Sitton

Client Services Associate

Callie  Thiesen

Callie Thiesen

Marketing Associate

Kelsie Thiesen

Kelsie Thiesen

Client Services Assistant

Tess Ward

Tess Ward

Relationship Manager & Client Services Associate

Vince Mastro

Vince Mastro

Associate and LPL Wealth Advisor

Corina Elizondo

Corina Elizondo

Participant Services Coordinator

Steven Harrington

Steven Harrington

Plan Operations Specialist

Mariona Segales

Mariona Segales

Administrative Associate

Visalia Office

Brian Nunes

Associate & LPL Financial Consultant

Ryan Purkiss

Associate & LPL Financial Consultant

Christie  Long

Christie Long

Client Services Associate

Jessica Wallace

Client Services Assistant

Jamie  Waymire

Jamie Waymire

Client Services Assistant

Bakersfield Office

Ronald Young

Associate & LPL Financial Advisor

Jamie  Waymire

Jamie Waymire

Client Services Assistant

Merced Office

Vince Mastro

Vince Mastro

Associate and LPL Wealth Advisor

Thomas Morgan

Thomas Morgan

Associate & LPL Financial Consultant

Michelle Shepherd

Michelle Shepherd

Client Services Associate

Roseville Office

Christopher Green

Associate and LPL Registered Representative

Sheryl Ross

Sheryl Ross

Director of Operations

Claremont Office

Todd Pam

Todd Pam

Partner & LPL Registered Representative

Susie Abundiz

Susie Abundiz

Office Manager

Camarillo Office

Storme Alley

Storme Alley

Client Services Associate

Porterville Office

Jamie  Waymire

Jamie Waymire

Client Services Assistant

Huntington Beach Office

Tuan  Tran

Tuan Tran

Associate & LPL Financial Consultant

Our Extended Family

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