Associates
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Dean Thurman
Senior Partner
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John Kennedy
Financial Planner
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Kelly L. Boyd, AIF®
Financial Planner
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Scott C. Rooney
Financial Planner
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James Uh, AIF®
President, Retirement Plan Services
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Kurtis Beethem, AIF®
Vice President, Retirement Plan Services
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Brandon Moore
Financial Planner
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Mason Gorris
Financial Planner
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Nick Holton
Financial Planner
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Corinne Martin
Medicare and Insurance Specialist
Administrative Assistant
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Andrea Priestley
Executive Administrative Assistant to Dean Thurman
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Kristen Rooney
Client Service Manager
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Danielle Thurman
Client Relationship Manager to Mason Gorris
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Kim Hruby
Director Of Communications
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Stacy Pach
Office Manager
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Alicia Mardyla
Client Service Specialist
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Vanessa Funseth
Client Service Specialist
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Laura Hickey
Client Service Specialist
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Gylian King
Client Service Specialist