The Thiessen Group

Since 2006, the Thiessen Group has helped affluent individuals and families create personalized and adaptable wealth management strategies to address immediate and long-term financial goals. We offer customized financial advice and guidance through our in-depth investment experience and by blending strategies for an approach that works best for you. We rely on the expert insights of the BofA Global Research team to provide clients with the finest investment opportunities available.

Our 5-Step Approach

1. Our approach to wealth management planning begins with a thorough understanding of your needs and objectives.

2. We provide thoughtful and innovative ideas to help you manage the financial events in your life.

3. We tailor a detailed portfolio and asset allocation strategy to help you reach your goals while respecting your risk tolerance.

4. We regularly review your goals and give you feedback during market fluctuations.

5. We are always available to speak to you – and strive to provide you with an advisor answered phone call – at all times.

Wealth Management Guidance to Strengthen Your Financial Future

The Thiessen Group will help you navigate your immediate and long-term wealth management aspirations. Our process is designed to look at your financial strengths and limitations, establish objectives, implement strategies and review results. This allows clients to make informed decisions about their finances and to pursue the goals they find most important.

Focused Services Include:

• Customized Portfolio Management.

Thoughtful portfolio management is essential to preserving wealth. We will provide you with a skillfully diversified portfolio, personalized for your risk tolerance, expectation for future growth, liquidity needs and tax considerations.

• Wealth Preservation and Transfer.

We work with specialists from Merrill, in coordination with your attorneys and accountants, to develop resourceful strategies to transfer your legacy to your loved ones. We can advise you on trust investments, charitable gifting and giving, life insurance and estate planning services.

• Retirement Planning.

We can offer you guidance on how to structure your wealth for retirement. We will look at your options for income producing channels and evaluate the effects of taxes and inflation on your financial future.

• Corporate Retirement/401(k) Plans.

We provide strategies to help corporate executives and business owners balance their employees’ needs. Our process identifies business goals and finds strategies that are the best fit for the company.

• Additional Benefits.

When you work with us, there are many additional benefits that clients come to know and love. These benefits include:

o Bank of America Premium Rewards Visa Signature® Card

o Mortgage and Auto Loan Discounts through Bank of America, N.A.

o Online Account Management and Fund Transfer Capabilities

o Credit and Lending through Bank of America

o Small Business Banking through Bank of America

Our Team

Owen Thiessen, CFP®, CIMA®, CPWA®

Managing Director

Wealth Management Advisor

Portfolio Manager

Owen joined Merrill Lynch Wealth Management in 2006, and offers advice and guidance to individuals and families about portfolio management, retirement planning, corporate retirement planning and wealth transfer and preservation strategies. Owen emphasizes the importance of a long-term outlook and his asset management focus includes helping clients minimize risk to investment portfolios, and developing tax minimizing cash flow strategies.

Owen is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant, a designation awarded to him in 2006 by the Certified Financial Planner Board of Standards, Inc. He also attained the Certified Investment Management Analyst® (CIMA®) and the Certified Private Wealth Advisor® (CPWA®) designations, administered by Investments & Wealth Institute™ and taught in conjunction with the Yale School of Management. He holds a bachelor’s degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida.

Owen was Named to Forbes "Best-in-State Wealth Advisors" list in 2024, 2023, 2022, 2021, and 2019(Published annually Jan – April. Rankings based on data as of June 30 of prior year).*

In his spare time, Owen enjoys recreational aviation and is a devoted golfer at The Oaks Club. He resides with his wife, Lindsey and son, Anderson in Osprey, Florida.

Gordon Thiessen, CRPC™

Vice President

Senior Relationship Manager

Gordon joined Merrill Lynch Wealth Management in 1983. As the founder of the Thiessen Group, his responsibilities include business management and researching current international economic conditions. Gordon concentrates on building strong client relationships. He uses his client-focused approach to develop a deep understanding of clients’ needs and helps them in their pursuit of their wealth management goals.

Gordon holds the Chartered Retirement Planning Counselor™-CRPC™ designation, awarded by The College for Financial Planning Institutes Corp. He holds a bachelor’s degree in Business from Taylor University in Upland, Indiana.

Gypsy L. Sayre

Assistant Vice President

Wealth Management Associate

Gypsy began her financial services career with Merrill Lynch Wealth Management in Akron, Ohio in 1999. She joined the Venice, FL office in 2016 and now applies her years of experience to the Thiessen Group. Gypsy strives to deliver unparalleled service that exceeds client expectations.

Outside of the office, Gypsy enjoys volunteering for United States Veterans, reading, and spending time with her husband, Mike, her four children, and her dogs. As a former Ohioan, she embraces every opportunity to appreciate the Florida weather.

<sub>Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Owen Thiessen NMLS ID 521841

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.</sub>