Team
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...
Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Accredited Investment Fiduciary Designation.
Peter arrived in the financial industry after coming to the realization that there are very few licensed Southeast Asian Financial Advisors
Bio Coming Soon
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.
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.
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.
Christine joined the Thiesen Dueker Group as a Client Services Associate after being in the Financial Industry with LPL
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.
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 is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Consultant.
Kimberly Choi-Lindley
LPL Registered Client Services Associate, Visalia Office
Christie joined Thiesen Dueker after building experience in the Finance industry since 2009.
Marissa instantly fit into the Thiesen Dueker Group. With experience working for a Broker Dealer in Fresno...
Jennifer Lindgren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association; Serving clients in Porterville, CA and the surrounding communities.
After 37 years as an adult education instructor in Business Education, Deborah Dodd retired from teaching and began working as a Client Services Associate.
For over a decade Ron has enjoyed helping clients with their unique investment choices.
John McKinney characterizes his 26 years as a financial planner as his “third career.”
Storme has been with LPL Financial since 2014 and is now a part of the Thiesen Dueker Team.
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.
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.
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...
Thomas J. Melton
Associate and LPL Financial Consultant, CRC, AWMA, CMFC, Roseville Office
Thomas J. Melton has been a consultant, educator and trainer in the Financial Services Industry for over 30 years.
Dianne Melton
Associate and LPL Financial Consultant, CRC, Roseville Office
Dianne Melton has been working in the Financial Services Industry since 1991.
As a Registered Representative with LPL Financial, Christopher is responsible for Insurance and Investment Services, Product Diversification, and Asset Allocation.
Angela Berwick
Director of Operations, Roseville Office
Angela Berwick comes to the Thiesen Dueker Group with over 25 years of experience in Operations.
Jessica Melton has been in the Financial Industry since 2002. As a Client Services Associate, Jessica is responsible for preparation of clients’ reviews and new account, transfer and withdrawal paperwork.