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.
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 her grandchildren.
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 appointments for our prospective and current clients.
In her spare time, Dani enjoys taking coastal trips, learning about healthy eating and recipes and spending time with her two children.
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 Central Valley from the Bay Area in 2013. When not spending time with her husband and son, you can usually find her reading, cross-stitching, or attempting to loom-knit.