Matthew Talowski, Wealth Management Associate
Education: University of Illinois Urbana-Champaign
Matt Talowski is a wealth management associate based in the Chicago Western Suburbs office. He assists the advisory team with financial planning and client-service-oriented tasks. Matt joined the t
Steven Ungaro, Wealth Management Associate
Education: Bachelor of Arts in Mathematics, Northeastern Illinois University , Bachelor of Arts in Economics, Northeastern Illinois University
Previous Experience: Home Lending Assistant, JPMorgan Chase Bank , Chase Private Client Loan Processor, JPMorgan Chase Bank
Steven Ungaro is a Wealth Management Associate based in the Oakbrook Terrace office. He supports high-net-worth clients through administrative and financial planning services and works closely with we
Andy Zimmer, Director of Business Development
Education: Bachelor of Arts, Psychology, University of New Mexico
Affiliations: Bond Club of Chicago, Former President , Securities Industry and Financial Markets Association (SIFMA), Central States District, Former Executive Committee Member
Previous Experience: Regal Securities, Inc., SVP, Head of Wealth Management , Regal Advisory Services, Inc., Chief Executive Officer , SAGE Private Wealth Group, Inc., Chief Operating Officer
Andy joined the Curi RMB Capital team in 2025 as the Director of Business Development. He is responsible for leading and managing business development and growth efforts for private wealth managementChicago - Western Suburbs Wealth Management Team
A Financial Advocate in Your Corner At Curi Capital, we believe that everyone should have access to a clear roadmap for their financial future. Our Western Suburbs team provides personalized financial planning tailored to your unique goals, helping you make confident, informed decisions. Our roots run deep in the local community, and we’re passionate about helping neighbors like you plan for your financial future.
Preparing for Life After Retirement: Financially and Emotionally
August 19, 2024
Byline Mohini M. McCormick, CFP®, Partner, Senior Wealth Manager
Retirement is often portrayed as a time of relaxation and enjoyment. While it often is, the shift away from a full-time career can be complex. Planning for this stage of life can help lead to greater financial stability and stronger emotional well-being. The earlier you set a strategy in place for how you want your financial and personal life to shape up for your golden years, the smoother the transition you’ll have . Aligning your financial plan with your true desires could also lead to a more fulfilling retirement.
Should Retirement Mean Relocating?
August 7, 2024
Byline Christa Madison, CFP®, CEPA®, VP, Senior Wealth Advisor
If you’re planning for or approaching retirement, it’s not unusual to think about relocating to where you want to live out your retirement years. With housing and rents at their highest levels in years, many retirees are facing difficult decisions on where they choose to reside. In response, the media has created a cottage industry of “Best Places to Retire” lists based on research into the states with the cheapest housing costs, lowest taxes, and most friendly cost of living to those in retirement.
Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit
June 11, 2024
Two wealth advisors from Curi RMB Capital spoke at a recent national conference focused on enhancing opportunities and building community for women in the financial services field.
Carrie Spounias, Administrative Assistant
Previous Experience: Sebold Capital Management, Inc., Office Administrator , Carotec Inc., Office Manager
Caroline (Carrie) comes to Curie RMB with over 25 years of office management and administration experience. Carrie has a strong background in overseeing office operations, and providing excellent cust
Christa Madison, V.P., Senior Wealth Advisor
Education: B.S. in Finance and Economics, Illinois State University
Affiliations: Midwest Business Brokers and Intermediaries Association, Board Member , Illinois Manufacturing Association , The Valley Industrial Association , Technology in Manufacturing Association
Previous Experience: Sebold Capital, Managing Director Financial Planning and Business Development , Americana Financial Group, Director of Financial Planning and Training, , Water Tower Financial Partners, Financial Advisor
Christa is a VP, Senior Wealth Advisor at Curi RMB Capital. Christa comes to Curi RMB with 20 years of experience in wealth management and financial planning. Her strategic insight and personalized ap
Gaining an Investment Foothold: The Dollar-Cost Averaging Approach
September 5, 2023
Byline Janek Pedersen, CFP®, V.P., Wealth Advisor
Taking the guesswork out of how much and when to invest can help a new or anxious investor find a foothold in the markets. For these folks, a dollar-cost averaging approach can make sense. But what is dollar-cost averaging, when should it be considered, and what are some potential pitfalls of this investing tactic?