(734) 844-3400 or (877) 669-2738 [email protected]

Staff

Financial Advisors

Curt Whipple CWS, CEP
Certified Wealth Strategist
Certified Estate Planner

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.

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.

Mike Windle
Financial Advisor
Registered Representative

Mike is a Retirement Planning Specialist for C. Curtis Financial Group, and is a Financial Advisor and Registered Representative with Kalos Capital, Inc. Mike holds multiple securities and insurance licenses and is responsible for staying up to date on the various investment options we provide clients. Prior to coming to C. Curtis Financial Group, Mike worked for Huntington Investment Company.

Curt Whipple, Kyle Whipple and Mike Windle are registered Investment Advisor Representatives in the state of Michigan, as well as other states.
Curt Whipple, Kyle Whipple and Mike Windle are licensed to sell insurance, annuities, securities, etc.
Curt Whipple, Kyle Whipple and Mike Windle are offer securities through Kalos Capital, Inc.

Operations

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.

Donna Cottrell

Operations Coordinator

Donna is responsible for maintaining the database of client information and client files. Donna 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.

Debbie Larner

Operations Support

Debbie serves as operations support and works closely with Donna as her support for operational paperwork. Debbie also works on client summaries and assists with service requests.

Support Staff

Michelle Overaitis

Director of Marketing

Michelle serves as the Marketing Director. She over see's the operation of the company's marketing department. Michelle is responsible for all client events, mailings, advertisements, media and all other related marketing. Michelle has been with C. Curtis for 10 years.

Barb Boss

Administrative Assistant

Barb serves as our morning receptionist. Her duties include serving as office receptionist, assisting operations, filing, and keeping the office up and running!

Mary Piekacz