Associates

 

  • Dean Thurman

    Senior Partner

  • John Kennedy

    Financial Planner

  • Kelly L. Boyd, AIF®

    Financial Planner

  • Scott C. Rooney

    Financial Planner

  • James Uh, AIF®

    President, Retirement Plan Services

  • Kurtis Beethem, AIF®

    Vice President, Retirement Plan Services

  • Brandon Moore

    Financial Planner

  • Mason Gorris

    Financial Planner

  • Nick Holton

    Financial Planner

  • Corinne Martin

    Medicare and Insurance Specialist

  • Andrea Priestley

    Executive Administrative Assistant to Dean Thurman

  • Kristen Rooney

    Client Service Manager

  • Danielle Thurman

    Client Relationship Manager to Mason Gorris

  • Kim Hruby

    Director Of Communications

  • Stacy Pach

    Office Manager

  • Alicia Mardyla

    Client Service Specialist

  • Vanessa Funseth

    Client Service Specialist

  • Laura Hickey

    Client Service Specialist

  • Gylian King

    Client Service Specialist