About T3 Wealth Management Team
When you work with us, you'll discover that we are group of people who enjoy each other's company. We believe this crazy notion of guiding clients to be wise with their money. While at the same time helping them to be generous with their time, talent and treasure.
We come together because we are mission-driven and passionate about helping our clients achieve long-term financial security. Our approach is to provide clients with financial guidance, education, and technological tools that will help them organize their finances so that they can make effective decisions about their money.
Using combination of solutions and strategies, including investments, insurance, debt/money-management solutions, brokerage, managed accounts options, estate planning and giving strategies. Our financial planning approach is designed to help our clients take control of their money, so that they can focus on what matters: making an impact in the lives of their families and their communities.
Join the Generosity Movement
- Volunteer, Crossing Borders Music, Chicago
- Member, North Lawndale Community Coordinating Council's Housing/Economic, Chicago
- Volunteer, Strawdog Theater Company, Chicago
- Volunteer, serving homeless at San Lucas Church of Christ, Chicago
Meet Our Team
James Thayer
CFP®, FIC, BFA™
- Title
Financial Consultant
- State(s) Licensed
- FL, IL, IN, NC, OH, OR, TX, WI,
- Website
- https://connect.thrivent.com/james-thayer
- Phone
- 773-290-2330
Jim Duerr
MBA, FIC, RICP®, BFA™
- Title
Financial Advisor
- State(s) Licensed
- AK, IL, NC, ND, OR, PA, TX, WI,
- Website
- https://connect.thrivent.com/jim-duerr
- Phone
- 847-533-6400
Curtis Smith
- Title
Associate
- State(s) Licensed
- DC, GA, IA, IL, IN, MO, TX, WA, WI,
- Website
- https://connect.thrivent.com/curtis-smith
- Phone
- 773-412-4360