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.
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
Visalia Office
Bakersfield Office
Merced Office
Roseville Office
Claremont Office
Camarillo Office
Porterville Office
Huntington Beach Office
Our Extended Family
Jennifer Lindgren
Retired Partner
John McKinney
In memory of our partner
Conrad Fournier
Partner & LPL Financial Consultant
