Team
As one of the senior partners of Thiesen Dueker Group, Jeff possesses the ability to understand how businesses, organizations and individuals foresee their future.
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.
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.
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...
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.
First starting off in Real Estate, Vince transitioned to the Insurance and Financial Service Industry more than 30 years ago.
Bob Barber joins the Thiesen Dueker team with almost three decades of experience as a wealth advisor.
Peter arrived in the financial industry after coming to the realization that there are very few licensed Southeast Asian Financial Advisors
Bio Coming Soon
Brooke began her career in the financial services industry in 1995 as a Client Service Assistant.
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.
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.
Casey Fitzpatrick
Relationship Manager & LPL Client Services Associate, Fresno Office
Casey is a Relationship Manager working closely with our clients to assist in the creation and implementation of their financial goals.
Layla has come on board with the Thiesen Dueker Group after 9 years advancing through several positions in the banking industry.
Bio Coming Soon
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.
Steven Harrington
Retirement Operations Specialist & Administrative Associate, Fresno Office
Steven Harrington is a Retirement Operations Specialist and Administrative Associate working in our Retirement Plan Services Division.
Dina Rebelo-Blake
LPL Registered Client Services Assistant, Fresno Office
Dina Rebelo-Blake joined Thiesen Dueker as a Registered Client Services Associate with 33 years of experience in the industry.
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.
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.
Ryan Purkiss
Associate & LPL Financial Consultant, Visalia Office
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Consultant.
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.
Christie joined Thiesen Dueker after building experience in the Finance industry since 2009.
After 37 years as an adult education instructor in Business Education, Deborah Dodd retired from teaching and began working as a Client Services Associate.
Ronald Young
Associate & LPL Financial Consultant, Bakersfield Office
For over a decade Ron has enjoyed helping clients with their unique investment choices.
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.
Storme has been with LPL Financial since 2014 and is now a part of the Thiesen Dueker Team.
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.
Suzanne Christian
Partner & LPL Registered Representative, Claremont Office
As a CERTIFIED FINANCIAL PLANNER™ based in Claremont, CA, Suzanne Christian has helped many people work toward their financial goals.
Todd Pam
Partner & LPL Registered Representative, Claremont Office
With twenty-three years of working at some of Wall Street’s largest firms, Todd has recently partnered with Thiesen Dueker to work directly with clients to help them plan their financial futures.
Bio coming soon!
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...
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...
Brian Howard began his career in the financial services industry, working for Jim Bogart in 1995. He oversees the delivery of important client communication in a timely manner...
Christopher Green
Associate and LPL Registered Representative, Roseville Office
As a Registered Representative with LPL Financial, Christopher is responsible for Insurance and Investment Services, Product Diversification, and Asset Allocation.
John McKinney characterizes his 26 years as a financial planner as his “third career.”
Sheryl Ross comes to ThiesenDueker Group with over 20 years of experience in Operations. Sheryl is passionate about customer service making sure that everyone feels like they are a priority. Sheryl will tap into her knowledge and...