The Curtis Team
About Us
We are a multi-generational team serving multi-generational clients. Father, son and brother work together to get to know each client as if they are a member of our own family. We are supported by a stellar team who helps ensure we provide the responsive, attentive service that is intended to go well beyond our clients’ expectations.
Ours is much more than a transactional advisory relationship with our clients, as we know that there is so much more to creating financial security than just numbers and charts. We take the time to discover what our clients cherish and the family dynamics within which to work. The result is that we can appropriately advocate for what matters to them most and enjoy enriching, multi-generational relationships.
Because we are a multi-generational team, we understand and have navigated the multitude of issues that come along with multi-generational wealth transfers. We pride ourselves in our ability to help multiple generations of families navigate their life’s path. Whether you are transitioning into retirement, raising young adults or building a career, we are eager to get to know your family dynamic and become experts on you.
Get to know our “family” by reading our individual bios below.
Meet our Team
Jonathan Curtis
Business Development Director
Kristen Herber
Operations Manager & Senior Client Service Manager
Katy Kuhlenberg
Senior Client Service Manager
Clay Sawyer
Client Service Manager
Ethan Small
Client Service Manager
Rebecca Miller
Client Service Administrator
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
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