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1101 Standiford Avenue
Suite C2
Modesto, CA 95350

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Thorson Financial Estate Management, Inc.

(209) 522-0250

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Thomas K. Thorson, RFC®, ChFC® is CEO and President of Thorson Financial Estate Management, Inc. He has conducted over 200, well attended seminars tailored to the unique needs of pre-retirees and retirees. Tom, a graduate of...

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Teri, Tom's wife, serves as the office manager. She is responsible for the bookkeeping and assists in the reception area of our office. In her free time she enjoys gardening, reading, traveling, and most importantly spending time with...

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Dani Gordon

Client Relations Coordinator

(209) 522-0250

2095760065

Dani Gordon is the newest member of our team. She started with us in 2017 as the Client Relations Coordinator. She is responsible for putting together Tom's seminars and other events as well as scheduling and following up with...

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Joanne Venegas

Administrative Assistant

(209) 522-0250

209-576-0065

Joanne provides administrative support and client service to the Thorson Financial team. She is an Army brat (and Army Veteran) and has worked in the financial services industry for over ten years. Joanne and her family moved to the...

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