From Dreams to Goals, from Goals to Strategy, from Strategy to Legacy.

We are a multi-generational wealth management practice serving the investment needs of our multi-generational clients for over 43 years. Our goal is to help you take a proactive approach to your personal financial life. We are committed to guiding you in making sound decisions for your financial future and helping you build a clear understanding of investment principles, retirement planning, estate strategies, and long-term wealth preservation. We look forward to partnering with you and working toward achieving your financial goals.

John Thorsen, CFP®

Senior Vice President - Investments
Managing Director

Jack Thorsen, CFP®

Vice President - Investments
Senior Investment Management Specialist

Mike Kovaleski, CFP® MBA

Vice President - Investments

J.R. Thorsen, CFP® AAMS®

Vice President - Investments

Kent Thorsen, CFP®

Vice President - Investments
Assistant Branch Manager

Client Associates

Patty Brannock

Senior Client Associate

Sarah Holley

Senior Client Associate

Jessie Howard

Client Associate

Kelly Jones

Client Associate

Rebecca Welsh

Client Associate

Andrew Sholar

Registered Client Associate

Access Your Account

Review the financial details of your account.

Access Your Account