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

Recognitions

Team Recognition

Forbes' Best-in-State Wealth Management Teams

2024 | 2025 | 2026

Dennis (DJ) Curtis, Jr. Named

Forbes' Top Next-Gen Wealth Advisors Best-in-State

2022

Forbes' Best-in-State Wealth Advisors

2022 | 2023 | 2024 | 2025 | 2026

Kelley Curtis Dunlap Named

Forbes’ Best-in-State Women Wealth Advisors

2022 | 2023 | 2024 | 2025 | 2026

Forbes' Best-in-State Wealth Advisors

2022 | 2023 | 2024 | 2025 | 2026


2026

Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30, September 30, and March 31, respectively, of the year prior to publication and are selected by SHOOK Research, LLC. AdvisorHub’s Women to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each is selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see 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