Our Team

ABOUT US

Todd Durdahl

RETIREMENT SPECIALIST

With over 40 years of experience in wealth management, Todd Durdahl of Casper, Wyoming, is a renowned figure in retirement strategies. Co-founding Retirement Resources Inc., he emphasizes protecting principal, reducing risks, and optimizing Social Security for clients in Wyoming and beyond. Todd, an integral part of the firm since 1976, values clarity in financial decisions, using Structured Income Planning software to simplify complex choices. Passionate about community, he enjoys activities like motorcycling, skiing, and golf, even participating in an Epilepsy awareness golf tournament.

Ric Durdahl

RETIREMENT SPECIALIST

A stalwart in wealth management for over four decades, Ric Durdahl, alongside his brother, Todd, serves as a pillar of expertise at Retirement Resources Inc. Specializing in safeguarding assets and reducing financial pitfalls, Ric’s guidance has been pivotal for retirees in Wyoming, Colorado, and neighboring states. With a legacy rooted in family and business, Ric ensures clients receive comprehensive solutions, from Social Security maximization to estate protection. Alongside professional commitments, Ric cherishes Wyoming’s outdoors, engaging in activities like boating and hunting.

Dorothy Durdahl

Dorothy Durdahl

OPERATIONS MANAGER

Dorothy Durdahl, the Operations Manager at Retirement Resources Inc., brings a wealth of knowledge in healthcare-related services. Licensed in insurance, she adeptly navigates Medicare, Nursing Home, and prescription drug concerns. Beyond her administrative role, Dorothy is a key figure in ensuring clients receive holistic financial guidance. With a focus on genuine client care, she, along with Ric and Todd, underscores the importance of informative consultations and a personalized approach to retirement planning.

Senior Tax Advisory Group

Each one of our seasoned professionals is a vital part of your financial team. A comprehensive retirement plan takes financial professionals that are experienced in all aspects of financial planning including Taxes, Estate Planning, Retirement Planning, Income Planning, Risk Management and Insurance. One individual cannot be an expert in all areas that is why Senior Tax Advisory Group has assembled a team of experts in their respective fields. That team is available to you to serve your needs.

  • Darian Andreson

    Darian Andreson

    PRESIDENT

  • April Andreson

    April Andreson

    VICE PRESIDENT

  • Kathy Larouere

    Kathy Larouere

    FINANCIAL ADVISOR

Investment Team

The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.

Steve Osterink Jr.

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Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.

CFA, CFP®, AIF

Steve Osterink Sr.

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With over 40 years of experience working with clients in the financial services industry, Steve Sr. co-leads the Investment Team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.

Jon Lohr

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Jon oversees the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring. He has a diverse background in corporate finance and investment management, and he holds the CFA® designation and CFP® certification.

CFA, CFP®

Nick Heinrich

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Nick leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.

CFA, CFP®

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