THORSON FINANCIAL ESTATE MANAGEMENT - Key Persons
Daneé processes new business documents and performs client servicing on existing accounts. In her spare time she enjoys reading, spending time with her family and working out at the gym.
A part of the team since 2022, and with 15 years of experience in the financial industry, Jacob is the "other advisor" on the team. He has earned his LUTCF, FSS, and BFA™ designations and is in the process of acquiring his ChFC designation.
Jacob has completed the Series 6 exam: the Investment Company and Variable Contracts Products Representative Qualification, The Series 7 exam: FINRA General Securities Representative Qualification, the Series 63 exam: NASAA Uniform Securities Agent State Law, and the Series 65 exam: NASAA Uniform Investment Advisor Law. His approach is "lead with planning for a more comprehensive approach and focus on what's important to you."
Jacob grew up in a small, rural Nevada town. He moved to the Valley 15 years ago with his wife. They have two children, two cats, and a pig. He enjoys spending time with his family, outdoor activities, cycling, house projects, and gardening.
Teri, Tom's wife, serves as the Office Manager. She is responsible for the business accounting, and overall flow of the business operations. In her free time she enjoys gardening, reading, traveling, and most importantly spending time with her grandchildren.
Job Titles:
- President of the Modesto Chapter of the American Financial Education Alliance
Thomas K. Thorson, MRFC, ChFC® is CEO and President of Thorson Financial Estate Management, Inc. He has conducted over 300, well attended seminars tailored to the unique needs of pre-retirees and retirees. Tom, a graduate of Fresno State University, has devoted over 30 years of his successful financial career to providing retirement income strategies to those in the local area. He currently helps clients who have worked for PG&E, Doctor's Hospital, City of Modesto, AT&T, Modesto City Schools, and Memorial Hospital, just to name a few. He belongs to the National Association of Insurance and Financial Advisors and is a member of the International Association of Registered Financial Consultants. He was also a host of the Saturday morning radio show, "Lifetime Income Solutions," on KFIV 1360.