Financial Advisors



  • Curt Whipple, Kyle Whipple and Mike Windle are registered Investment Advisor Representatives in the state of Michigan, as well as other states.
  • Curt Whipple, Kyle Whipple and Mike Windle are licensed to sell insurance, annuities, securities, etc.
  • Curt Whipple, Kyle Whipple and Mike Windle are offer securities through Kalos Capital, Inc.

Operations

Mike Brooks

Mike Brooks

Chief Operating Officer

Mike has over 25 years of experience in the financial services industry. He has spent the majority of his career in a compliance/supervisory role ensuring compliance with various regulatory rules and regulations. Mike is responsible for the oversight and management of the operational aspects of C. Curtis Financial Group.

Donna Cottrell

Donna Cottrell

Operations Coordinator

Donna is responsible for maintaining the database of client information and client files. Donna is also responsible for administering and processing client applications while complying with FINRA and Broker/Dealer rules, resolving client issues as well as completing service requests with outside investment companies.

Denise Zajac

Denise Zajac

Operations Support

Denise assists in general office duties as well as maintains client files and our database. Denise brings a wealth of Administrative, Planning, and Human Resources experience to C. Curtis Financial Group.

Debbie Larner

Debbie Larner

Operations Support

Debbie serves as operations support and works closely with Donna as her support for operational paperwork. Debbie also works on client summaries and assists with service requests.


Support Staff

Michelle Overaitis

Michelle Overaitis

Director of Marketing

Michelle serves as the Marketing Director. She over see's the operation of the company's marketing department. Michelle is responsible for all client events, mailings, advertisements, media and all other related marketing. Michelle has been with C. Curtis for 10 years.

Barb Boss

Barb Boss

Administrative Assistant

Barb serves as our morning receptionist. Her duties include serving as office receptionist, assisting operations, filing, and keeping the office up and running!