Thurin, Thurin and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Christopher Thurin

Christopher Thurin

BFA, RFC®, CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Christopher Thurin's website
Gregory J Thurin

Gregory J Thurin

CRPC®, RFC®, CLTC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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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Paul Thurin

Paul Thurin

Financial Planning Assistant

Qualifications

  • Paul recently graduated from Southwest Minnesota State University with a Bachelors Degree Psychology.

Roles & Responsibilities

  • Paul's main role is assisting in the financial analysis process and preparing for client review meetings.
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