Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Christopher Thurin

BFA, RFC®, CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Christopher Thurin Visit Christopher Thurin's website

Gregory J Thurin

CRPC, RFC®, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Gregory J Thurin Visit Gregory J Thurin's website

John Geier

CRPC

Financial Advisor

Learn more about John Geier Visit John Geier's website


Our team

Kim E. Nau

Kim E. Nau

Paraplanner

Jeanne Christie

Jeanne Christie

Client Service Manager

Tonia Martin

Tonia Martin

Client Service Manager

Marisa L. Andert

Marisa L. Andert

Operations Manager

Courtney Carstens

Financial Planning Assistant