Thurin, Thurin and Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Christopher Thurin

Christopher Thurin

Private Wealth Advisor

Visit Christopher Thurin's website
Gregory J Thurin

Gregory J Thurin

Private Wealth Advisor

Visit Gregory J Thurin's website

Team

Marisa Andert

Marisa Andert

Client Service Manager

Qualifications

  • Marisa began working for Ameriprise Financial in 1995 in our Home Office. She started working for me as my Executive Assistant in 2000.

Roles & Responsibilities

  • As my Client Service Manager, Marisa’s plays an important part in ensuring our clients are receiving excellent service throughout the year.
  • In addition to regular communication with clients, Marisa oversees a broad range of responsibilities that are critical to running a smooth and efficient financial planning business.
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Greg Dunning, MBA

Greg Dunning, MBA

Paraplanner

Qualifications

  • Greg has worked for Ameriprise since 1994. He worked in the corporate office in various of finance and project management roles. In recent years he has been supporting advisors in a paraplannner role.

Roles & Responsibilities

  • Greg is responsible for executing client trades, money movement, preparing materials for meetings and researching investments.
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