The Team

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.

Our Advisors

Christopher Thurin

Christopher Thurin

Private Wealth Advisor

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Designations

BFA, RFC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

St. Johns University, Collegeville, MN 1978-1980, Bachelor of Arts, University of Minnesota -Twin Cities 1982

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Gregory J Thurin

Gregory J Thurin

Private Wealth Advisor

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Designations

CRPC®, RFC®, CLTC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
CA Insurance #0C64178 AR License #652723

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Our Staff

Marisa Andert

Marisa Andert

Client Service Manager

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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.
Greg Dunning, MBA

Greg Dunning, MBA

Paraplanner

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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.