Curt Whipple, CEP, CWS
Certified Wealth Strategist, President and CEO
Curt has been in the financial services industry for 29 years. He formed C. Curtis Financial Group in 1986. Curt is a Certified Estate Planner (CEP), Certified Wealth Strategist (CWS) and securities licensed through Kalos Capital, Inc. Curt is a published author and nationally recognized speaker and has been married to his wife Connie for 32 years.
Tom Smith, CFP, ChFC, CLU
Certified Financial Planner, Chartered Financial Consultant
Tom has been in the financial services industry for over 25 years. Tom brings to our firm many years of experience and knowledge. Tom is a Certified Financial Planner (CFP) as well as a Chartered Financial Consultant (ChFC) and securities licensed through Kalos Capital, Inc. Tom and his wife Amy have 3 beautiful children.
Kyle Whipple
Financial Advisor, Registered Representative
Kyle is a Retirement Planning Specialist for C. Curtis Financial Group, and is a Financial Advisor and Registered Representative with Kalos Capital, Inc. Kyle holds a series 7 License and is responsible for staying up to date on the various investment options we provide clients. Prior to coming to C. Curtis Financial Group, Kyle worked for Lakeside Educational Network. He has been married to his wife Aimee for 10 years and they are the proud parents of three children, Keira, Caedmon, and Beckham.
Adam Peak
Financial Advisor, Investment Resource Specialist
Adam is a Retirement Planning Specialist for C. Curtis Financial Group, and is a Financial Advisor and Registered Representative with Kalos Capital, Inc. Adam holds a Series 7 License and is responsible for staying up to date on the various investment options we provide to clients. Adam is married to his wife Allison and they have a beautiful daughter.
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.
Denise Barber
Operations Coordinator
Denise is responsible for maintaining the database of client information and client files and for keeping the office running. Denise 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
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. Denise is highly organized and provides a constant support for our clients.
Nancy LaBenne
Operations, Financial Advisor Support
Nancy assists the operations department and financial advisors. She assists in processing all types of clients paperwork and completing balance sheets.
Becky Bragagnolo
V.P. Employee Benefits
As Vice President of our Employee Benefits Division, Becky manages and maintains the corporate client book of business for group- related employee benefits, including health, dental, vision, life, disabillity, and various facets of coverage. She is the liason to external agencies, carriers, and administrators. Becky brings approximately 20 years of employee benefits-related experience including 12 years of Human Resource Management Consulting experience.
Michelle Overaitis
Director of Marketing, Financial Advisor Support
Michelle serves as the Marketing Director and Financial Advisor Support. Michelle is involved in all aspects of marketing and client events. Michelle also assists Curt Whipple with any sales support needed. Michelle has been married to her husband Craig for 15 years and has two children.
Shannon Verklan
Accounting
Shannon manages all the firms accounting. She is responsible for both accounts payable and receivables, as well as managing our cash balances. Shannon worked in a similar capacity for a company in Ann Arbor before joining C. Curtis Financial Group.
Barb Boss
Receptionist
Barb serves as our receptionist. Her duties include serving as office receptionist, assisting operations, filing, and keeping the office up and running!
Debbie Larner
Receptionist
Debbie serves as our receptionist. Her duties include serving as office receptionist, assisting operations, filing, and keeping the office up and running!