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Young female physician in a hospital smiling at camera

Building a Tax-Efficient Investment Portfolio

June 17, 2025

Subtitle Smart strategies for high-income earners to keep more of what they earn

Byline Ian Doll, CFP®, Partner, Wealth Advisor

Physicians face a unique financial landscape. After years of education and training, they often begin their careers later than other professionals—carrying significant student loan debt but quickly earning high incomes. This places them among the most heavily taxed professionals, and many lose more than necessary to taxes simply due to lack of proactive investment planning. 

From Paycheck to Payoff: How Working Longer Can Build Wealth

May 15, 2025

Byline Jenn Shepard, CFA®, CPWA®, CFP®, V.P., Senior Wealth Advisor,

Did you know the fastest growing age group in the U.S. workforce is workers over 65 years old?1 As a wealth advisor, I’ve had many conversations with clients who are approaching retirement and wondering if stepping away from work is the right move—or if continuing to work just a little longer might offer some important advantages.

Peter Hunter, Senior Wealth Management Associate

Education: Bachelor of Arts in Communications, Denison University , Masters of Business Administration, DePaul University

Previous Experience: Northern Trust, Portfolio Advisor , Northern Trust, Investment Associate , Wells Fargo, Financial Advisor

Peter joined the Curi RMB Capital team in April 2025 as a Senior Wealth Management Associate and is based in the firm's Lake Forest office. He brings over a decade of experience in wealth management,

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

Morgan Strickland, Client Service Administrator

Education: BA in Sociology and Psychology, University of South Alabama

Morgan joined the Curi Capital team as a Client Services Administrator in April 2025 and is based in the firm’s Raleigh office. She supports wealth management associates and advisors in delivering exc

Woman and man sitting at conference table talking to an advisor

Estate Planning for Physicians: Protecting Your Future and Legacy

April 15, 2025

Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

As a physician, you’ve dedicated your life to the well-being of others. But have you considered how to safeguard your own financial future and legacy?

Closeup of birch bud leaves in spring in the forest

Keeping Focus: The Knowns and Unknowns of Tariff Policy

April 9, 2025

Byline Seth Davis, CPWA®, CFP® Partner, Managing Director

While walking my dog over the weekend, I noticed how green the grass has become this past week as spring continues to bloom. It made me realize that every year I feel the same sense of optimism when the grass changes from brown to green. Obviously, I knew in advance that this seasonal change was coming—and still, I found myself a touch surprised when it happened. As my walk continued, I started thinking about what else I know and don’t know, and my thoughts quickly drifted to what’s happening in the market.

Minimizing Risk to Your Nest Egg and Legacy as a Single Woman

March 18, 2025

Byline Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor

It's a surprising statistic, but studies show that most women die single.1 For some, living independently is a choice, while others find themselves single due to unforeseen circumstances like divorce or widowhood. Regardless of the reason, this reality highlights the need for women to take an active role in their financial planning. 

Paige Vega, Client Service Administrator

Education: Bachelor of Science, University of Wisconsin-River Falls

Previous Experience: TRIA Orthopedics, Rehab Administrative Assistant

Paige joined Curi RMB Capital in 2025 as a Client Service Administrator. She supports advisors and clients as a member of the Minneapolis Client Service team. Before joining the firm, she spent two ye

Brandon Albin, Client Service Administrator

Education: BS in Hospitality Management, Johnson & Wales University

Affiliations: Disney College Prep Alumni

Previous Experience: Merryl Lynch, Operations Specialist

Brandon joined Curi RMB Capital as a Client Services Administrator in 2025. He manages compliance documents, client files, and account maintenance, while resolving custodial issues and supporting inte

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