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

DJ Curtis & 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.
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Kelley Dunlap is proud to be

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

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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