Broker Check

Team

 

Jeff Thiesen

Partner & LPL Financial Consultant, Fresno Office

559-448-8190

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

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Lance Dueker

Partner & LPL Financial Consultant, Fresno Office

559-448-8190

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.

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Thomas Frost

Associate & LPL Financial Consultant, Fresno Office

559-448-8190

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.

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Matt Merzoian

Partner, Retirement Plan Services Division, Fresno Office

559-448-8190

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...

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Michael Muhareb

Associate & LPL Financial Consultant, Fresno Office

559-448-8190

Michael is  a CERTIFIED FINANCIAL PLANNER™ professional and holds his Accredited Investment Fiduciary Designation.

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Thomas Morgan

Associate & LPL Financial Consultant, Fresno Office

559-448-8190

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.

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Stephen Spach

Associate & LPL Financial Consultant, Fresno Office

559-448-8190

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.

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Vince Mastro

Associate and LPL Wealth Advisor, Fresno Office

559-448-8190

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

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Bob Barber

LPL Wealth Advisor & Portfolio Manager, Fresno Office

559-448-8190

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

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Peter Vang

Associate & LPL Financial Planner, Fresno Office

559-448-8190

Peter arrived in the financial industry after coming to the realization that there are very few licensed Southeast Asian Financial Advisors

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Jared Jensen

Associate & LPL Financial Consultant, Fresno Office

559-448-8190

Bio Coming Soon

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Brooke Simmons

Chief Compliance Officer, Fresno Office

559-448-8190

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

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Te Shardlow

LPL Director of Operations, Fresno Office

559-448-8190

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.

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Tess Ward

Client Services Associate, Fresno Office

559-448-8190

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.

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Casey Fitzpatrick

Relationship Manager & LPL Client Services Associate, Fresno Office

559-448-8190

Casey is a Relationship Manager working closely with our clients to assist in the creation and implementation of their financial goals.

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Rebeka Leighton

Transition Specialist, Fresno Office

559-448-8190

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.

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Layla Murphy-Long

Client Services Associate, Fresno Office

559-448-8190

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

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Stephanie May

Client Services Associate, Fresno Office

559-448-8190

Bio Coming Soon

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Shaley Reagan

Relationship Manager, Retirement Plan Services Division, Fresno Office

559-448-8190

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.

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Steven Harrington

Retirement Operations Specialist & Administrative Associate, Fresno Office

559-448-8190

Steven Harrington is a Retirement Operations Specialist and Administrative Associate working in our Retirement Plan Services Division.

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Dina Rebelo-Blake

LPL Registered Client Services Assistant, Fresno Office

559-448-8190

Dina Rebelo-Blake joined Thiesen Dueker as a Registered Client Services Associate with 33 years of experience in the industry.

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Tammie Sitton

Client Services Associate, Fresno Office

559-448-8190

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.

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Brian Nunes

Associate & LPL Financial Consultant, Visalia Office

559-625-4005

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.

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Ryan Purkiss

Associate & LPL Financial Consultant, Visalia Office

559-625-4005

Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Consultant.

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Kimberly Choi-Lindley

LPL Registered Client Services Associate, Visalia Office

559-625-4005

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.

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Christie Long

Client Services Associate, Visalia Office

559-625-4005

Christie joined Thiesen Dueker after building experience in the Finance industry since 2009. 

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Marissa Accardo

Clients Services Associate, Visalia Office

559-625-4005

Marissa instantly fit into the Thiesen Dueker Group. With experience working for a Broker Dealer in Fresno...

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Jennifer Lindgren

Partner & LPL Financial Consultant, Porterville Office

559-789-0944

Jennifer Lindgren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association; Serving clients in Porterville, CA and the surrounding communities.

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Deborah Dodd

Client Services Associate, Porterville Office

559-789-0944

After 37 years as an adult education instructor in Business Education, Deborah Dodd retired from teaching and began working as a Client Services Associate.

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Ronald Young

Associate & LPL Financial Consultant, Bakersfield Office

661-283-9090

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

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Diana Kliewer

Client Services Associate, Bakersfield Office

661-283-9090

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.

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Storme Alley

Client Services Associate, Camarillo Office

805-644-5032

Storme has been with LPL Financial since 2014 and is now a part of the Thiesen Dueker Team.

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Tuan Tran

Associate & LPL Financial Consultant, Irvine Office

949-536-5400

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.

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Suzanne Christian

Partner & LPL Registered Representative, Claremont Office

909-625-1052

As a CERTIFIED FINANCIAL PLANNER™ based in Claremont, CA, Suzanne Christian has helped many people work toward their financial goals.

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Todd Pam

Partner & LPL Registered Representative, Claremont Office

909-625-1052

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.

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Susie Abundiz

Office Manager, Claremont Office

909-625-1052

Bio coming soon!

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Sue Trujillo

Client Services Associate, Claremont Office

909-625-1052

Bio Coming Soon

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Jesse Hernandez

Client Services Associate, Claremont Office

909-625-1052

Bio Coming Soon

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Conrad Fournier

Partner & LPL Financial Consultant, Merced Office

209-364-3380

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...

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Michelle Shepherd

Client Services Associate, Merced Office

209-364-3380

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...

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Jasin Carlen

Partner & LPL Financial Consultant, San Francisco Office

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

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Brian Howard

Client Services Associate, San Diego Office

858-212-0620

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...

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Christopher Green

Associate and LPL Registered Representative, Roseville Office

916-772-2477

As a Registered Representative with LPL Financial, Christopher is responsible for Insurance and Investment Services, Product Diversification, and Asset Allocation.

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Angela King

Director of Operations, Roseville Office

916-772-2477

Angela Berwick comes to the Thiesen Dueker Group with over 25 years of experience in Operations.

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

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