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
LPL Wealth Advisor & Portfolio Manager
Thomas Frost
Associate & Financial Consultant
David Goforth
Associate & LPL Financial Planner
Brian Howard
Client Services Associate
Alexander Jaramishian
Compliance Associate, LPL Financial Consultant
Thomas Morgan
Associate & LPL Financial Consultant
Peter Vang
Associate & LPL Financial Planner
Joanne Armenta
Client Services Associate
Ian Gamboa
Advisor Support Analyst
Maggie Canty
Client Services Assistant
Lora Eurich
Client Services Assistant
Casey Fitzpatrick
Relationship Manager & Client Services Associate
Angela King
Client Services Specialist
Daniel Miller
Advisor Support Analyst
Layla Murphy-Long
Client Services Associate
Te Shardlow
Director of Operations
Brooke Simmons
Chief Compliance Officer
Tammie Sitton
Client Services Associate
Callie Thiesen
Marketing Associate
Kelsie Thiesen
Client Services Assistant
Tess Ward
Relationship Manager & Client Services Associate

Vince Mastro
Associate and LPL Wealth Advisor
Corina Elizondo
Participant Services Coordinator
Steven Harrington
Plan Operations Specialist
Mariona Segales
Administrative Associate
Visalia Office
Brian Nunes
Associate & LPL Financial Consultant
Ryan Purkiss
Associate & LPL Financial Consultant
Christie Long
Client Services Associate
Jessica Wallace
Client Services Assistant
Jamie Waymire
Client Services Assistant
Bakersfield Office
Ronald Young
Associate & LPL Financial Advisor
Jamie Waymire
Client Services Assistant
Merced Office
Vince Mastro
Associate and LPL Wealth Advisor
Thomas Morgan
Associate & LPL Financial Consultant
Michelle Shepherd
Client Services Associate
Roseville Office
Christopher Green
Associate and LPL Registered Representative
Sheryl Ross
Director of Operations
Claremont Office
Todd Pam
Partner & LPL Registered Representative
Susie Abundiz
Office Manager
Camarillo Office
Storme Alley
Client Services Associate
Porterville Office
Jamie Waymire
Client Services Assistant
Huntington Beach Office
Tuan Tran
Associate & LPL Financial Consultant
Our Extended Family
Jennifer Lindgren
Retired Partner
John McKinney
In memory of our partner
Conrad Fournier
Partner & LPL Financial Consultant


