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.
Tom has over 26 years of industry experience and is an original member of the Thiesen Dueker team. He takes great pride in being part of Thiesen Dueker and contributes to the team in several areas.
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.
Following an early career in real estate, Vince transitioned to the insurance and financial service sectors in 1985. Vince brings over 35 years of industry experience.
Bob Barber joins the Thiesen Dueker team with almost three decades of experience as a wealth advisor.
Peter focuses on comprehensive financial planning and helps clients build and protect wealth through wealth management strategies.
Bio Coming Soon
Brooke has been the Chief Compliance Officer since joining Thiesen Dueker Group in 2010 and handles all regulatory responsibilities including supervision of the Advisors and their businesses.
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.
Tess started working for Thiesen Dueker when she was 20 years old in 2008. Due to her dedication to learn and expand her industry knowledge, she is now in charge of helping two of our financial advisors, one being Lance Dueker...
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.
Before Layla joined Thiesen Dueker 7 years ago, she had spent 9 years advancing through several positions in the banking industry.
Steven Harrington
Retirement Operations Specialist & Administrative Associate, Fresno Office
Steven aims to provide a seamless service for employer plan coordination and support to clients who are planning for retirement.
Dina Rebelo-Blake
LPL Registered Client Services Assistant, Fresno Office
Dina Rebelo-Blake joined Thiesen Dueker as a Registered Client Services Associate in 2019 with 33 years of experience in the industry.
Tammie has been a key part of our team since 2012. She has over 35 years of experience 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, Porterville and Visalia Offices
Kim joined the Thiesen Dueker Group in 2011. She brings over 29 years of industry experience in client service, staff training, all areas of operations and compliance.
Christie joined Thiesen Dueker after building experience in the Finance industry since 2009.
Ronald Young
Associate & LPL Financial Consultant, Bakersfield Office
Ron Young joined the Bakersfield Thiesen Dueker Office in 2007, after working for one of the major firms on Wall Street.
In 2014 she transitioned into working for an LPL advisor and when the advisor retired in 2018, she joined The Thiesen Dueker Team.
While growing up in Viet Nam, Tuan Tran attended Saigon City University of Law and served in the Viet Nam Air Force. He came to the United States as a refugee and excelled during a distinguished, 29 year tenure, at Verizon Communications...
Todd Pam
Partner & LPL Registered Representative, Claremont Office
With over twenty-five years of investment experience, Todd joined TD Financial as a partner in 2019 to oversee the San Gabriel Valley offices in Claremont and Pasadena.
Susie joined Thiesen Dueker in 2019 and has been affiliated with LPL Financial since 2010, where she got started working for Suzanne H. Christian, a Certified Financial Planner®.
Conrad Fournier
Partner & LPL Financial Consultant, Merced Office
Since joining The Thiesen Dueker Group in 2015, Conrad Fournier’s vision of success for his clients’ goals has not changed. He sees the TD Group as a way to help foster that idea.
Michelle has joined Thiesen Dueker in 2015 as a Client Services Associate and brings many years of managerial and customer service experience. She deals hands-on with our Merced area clients and offers her dedication to their specific needs
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, Chris has been in the financial service industry for almost two decades.
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.
Jennifer Lindgren
Retired Partner
John McKinney characterizes his 26 years as a financial planner as his “third career.”
Corina Elizondo
Participant Services Coordinator, Fresno Office
Corina Elizondo is a bilingual Participant Services Coordinator for the Thiesen Dueker Retirement Plan Services Division.
Jamie is an active Notary Public and holds her Personal Lines and Life Insurance licenses. She strives to provide the highest level of customer service while maintaining a positive attitude.
Jessica Wallace
Client Services Assistant, Porterville and Visalia Offices