The Curtis Team

Serving successful families and business owners across generations

About Us

The Curtis Team provides customized strategies designed to help you grow and preserve your wealth for you and your family for generations to come.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that suits their unique needs and helps them to pursue both short- and long-term strategies.

Meet the team

DENNIS (DJ) CURTIS, JR. NAMED TO THE

Forbes’ Top Next-Gen Wealth Advisors 2022

Forbes’ Top Next-Gen Wealth Advisors, August 3, 2022, based on the 12-month period ending March 31 of the year in which published. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

DENNIS (DJ) CURTIS, JR. & KELLEY DUNLAP NAMED TO THE

Forbes’ 2022 Best-In-State Wealth Advisors


Dennis (DJ) Curtis, Jr. and Kelley Curtis Dunlap has been named to Forbes’ Best-In-State Wealth Advisors list for 2022.

Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

KELLEY DUNLAP IS PROUD TO BE

Named to Forbes’ 2022 America's Top Women Wealth Advisors List 2022

Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, based on the 12-month period ending September 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

THE CURTIS TEAM

DJ Curtis

Dennis (DJ) Curtis, Jr., CLU, CRPC

Senior Vice President/Investments; Branch Manager

Kelley Dunlap

Kelley Curtis Dunlap, CRPC

Senior Vice President/Investments

Robin Goff

Robin Goff

Registered Client Service Associate

Denise Williams

Denise Williams

Registered Client Service Associate