Washington D.C. Wealth Management Team
Personalized Guidance for Your Financial Journey From our office in the heart of the nation's capital in Washington, D.C., we’re proud to serve clients throughout the District, the Mid-Atlantic, and beyond. Our Washington, D.C. Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.
St. Joseph Wealth Management Team
Personalized Guidance for Your Financial Journey Situated along the shores of Lake Michigan in St. Joseph, MI, we’re proud to support clients across the region. Our St. Joseph Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.
Minneapolis Wealth Management Team
Personalized Guidance for Your Financial Journey While our office is based in the heart of Minneapolis, we’re proud to support clients across the Twin Cities metro and the surrounding region. Our Minneapolis Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.
Chicago - North Shore Wealth Management Team
Personalized Guidance for Your Financial Journey Located just north of Chicago in Lake Forest, our North Shore Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.
Personalized Guidance for Your Financial Journey While our office’s roots are in Denver, we are proud to serve clients from across the region. Our Denver Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.
Chicago Wealth Management Team
Personalized Guidance for Your Financial Journey Though we’re headquartered in the Windy City, we proudly serve clients nationwide. Our Chicago Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.
A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?
August 13, 2025
Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager
As a physician, you've spent years investing in your education and training. Now, you're finally earning a strong income, but you’re also likely facing substantial student loan debt. A common question we hear from early-career physicians in this position is: “Should I pay off my student loans early or invest my excess income?”
Jenn Shepard Profiled in North Shore Money
August 4, 2025
Jenn Shepard, CFA®, CPWA®, CDFA®, CFP®, V.P. and senior wealth advisor in Curi Capital's Chicago North Shore office, was profiled in the North Shore Money issue of Sheridan Road Magazine. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic to put my clients in control and let them own the path of their financial destiny," Jenn says in the article.
Connor Hartzell, Wealth Management Associate
Education: Indiana University, BA in Public Financial Management
Previous Experience: Northwestern Mutual, College Financial Representative
Connor joined the Curi Capital team in 2025 as a Wealth Management Associate in our St. Joseph, MI office. He brings foundational experience from Northwestern Mutual and is driven to deepen his dedica
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