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Brian S

Series 63, Series 66

Mishawaka, IN

Thurston Springer Advisors

Brian Sullivan is a financial advisor at Thurston Springer Advisors with 18 years of industry experience. He previously worked for nine years at Wells Fargo Advisors before joining Thurston Springer Financial in 2024. He holds the Series 63 and Series 66 designations. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies ranging from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Mitchell P

CFP®, Series 66

Mishawaka, IN

Thurston Springer Advisors

Mitchell Patzer is a CFP® professional with eight years of industry experience, currently affiliated with Thurston Springer Advisors in Mishawaka, IN. His prior experience includes roles at Wells Fargo Advisors, Victory Capital Advisers, Oppenheimer Funds, and Bradley Company. He holds the Series 66 designation. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active approaches, supported by fundamental and technical analysis.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Madylin B

Series 66

Mishawaka, IN

Thurston Springer Advisors

Madylin Bauer is an advisor at Thurston Springer Advisors with a Series 66 designation and two years of professional experience, including a role at The Patzer Group Wealth Management. Her prior work includes positions in retail and education sectors. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with a variety of investment approaches, including both buy-and-hold and active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Edward P

Series 63

Mishawaka, IN

Thurston Springer Advisors

Edward Patzer is a financial advisor with Thurston Springer Advisors, holding a Series 63 credential and 46 years of industry experience. His prior work includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also the owner of The Patzer Group Wealth Management, an independent business based in Mishawaka, Indiana. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs both fundamental and technical investment analysis and supports discretionary management through various firm programs.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Nicholas R

Series 66

Mishawaka, IN

Thurston Springer Advisors

Nicholas Rimicci is a financial advisor at Thurston Springer Advisors with a Series 66 credential and seven years of industry experience. He previously worked at Iconiq Capital and Stanford Health Care before joining Thurston Springer Financial and The Patzer Group Wealth Management. Thurston Springer serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management through a variety of strategies, including discretionary and active management models that combine fundamental and technical investment analysis.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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