Throughout my life, helping others has been at the heart of who I am. After spending 10 years as an educator, I found a new way to serve others by partnering with my husband, Brian, at Curtis Wealth Partners, where we help individuals and families make confident decisions about their financial future.
At Curtis Wealth Partners, my goal is to ensure every client feels heard. I take the time to understand each person’s unique story, priorities, and concerns before developing a personalized financial strategy. I also believe clients deserve to understand the “why” behind every recommendation. My background in education allows me to explain complex financial concepts in clear, relatable terms so you can make informed decisions with confidence.
I primarily work with individuals and families who have worked hard to build meaningful wealth and want a trusted partner to help them navigate retirement, preserve what they’ve built, and make thoughtful decisions for themselves and the people they love. I also have a special passion for helping women—especially those navigating life after the loss of a spouse—gain confidence and clarity during one of life’s most significant transitions.
I believe working with a financial advisor should be a breath of fresh air. My goal is to lift the burden of planning for the future off your shoulders so you can focus on enjoying the life you’ve worked so hard to build. Financial planning isn’t a one-time event—it’s a lifelong partnership. As life changes, your financial plan should evolve with it, and I’ll be there to help guide you every step of the way.
Outside the office, I enjoy spending time with Brian and our family, reading classic literature, traveling, and investing in my local community.
If you’re looking for an advisor who will listen first, educate along the way, and walk beside you for the long term, I’d welcome the opportunity to get to know you and discuss how we can work together.