Team Page

Meghan Hayes, Client Service Administrator / Office Coordinator

Education: Bachelor of Fine Arts in Musical Theatre, Millikin University

Previous Experience: Business Officer – TD Securities Automated Trading , Administrative Employee – Millikin University Office of Admissions

Meghan joined Curi RMB Capital in 2024 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team, as well as Curi RMB Capital clientele. Meghan joins the firm f

Jenn Shepard, V.P., Senior Wealth Advisor

Education: Bachelor of Arts, Philosophy and Religion, Colgate University

Affiliations: CFA Institute, Member , CFA Society Chicago, Member , Deborah’s Place, Board Member/ Finance Committee Member/ Investment Committee Chair

Previous Experience: Director, Client Service Group – Altair Advisers, LLC , Vice President, Head of Office/Managing Director – The Goldman Sachs Group, Inc.

Jenn comes to Curi RMB Capital with more than 30 years of experience in wealth management and financial planning. Jenn is passionate about helping her clients balance their life’s mission with their

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. 

Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024

Body Top Jay Menton, partner and senior wealth manager in Curi RMB Capital's Chicago North Shore office, was profiled in the Money Matters issue of Sheridan Road Magazine. “I view this industry as the perfect marriage of synthesizing complex data and personal connection and am fulfilled by helping clients and prospects achieve their goals—both large and small," Jay says in the article.

Grandfather and toddler grandchild planting a tree

Navigating the Future of Social Security

August 5, 2024

Byline Barb Black, CFP®, Partner, Senior Wealth Manager

Social Security has long been a cornerstone of retirement security in the United States, providing a source of income for millions of retirees. As concerns for the future solvency of the Social Security program grow across the country, it’s essential for financial planners and retirees alike to understand how these concerns could impact retirement planning. The Future of Social Security: What You Should Know

Virginia Wu, V.P., Wealth Advisor

Education: BA, International Studies, North Carolina State University

Previous Experience: A&I Wealth Management, Wealth Manager , Fidelity Investments, Financial Consultant

As a Wealth Advisor for Curi Capital, Virginia is responsible for creating and managing comprehensive financial plans for successful individuals and their families.

Foster Zinn, Wealth Management Associate

Education: BS in Finance, Wake Forest University

Previous Experience: Charles Schwab, Financial Service Representative , Smith Capital Investors, Summer Analyst

Foster joined Curi Capital as a Wealth Management Associate. He is responsible for providing support to Wealth Advisors by gathering the necessary data to manage client relationships.

Hattie Warner, Wealth Management Associate

Education: B.S. in Business Administration with a concentration in Marketing and a minor in Political Science, North Carolina State University

Previous Experience: First Citizens Bank, Portfolio Strategist Specialist

Three generations of women standing together

The Great Wealth Transfer: IRA Management for Today and Tomorrow

May 13, 2024

Byline Olive Mitchell, CFP®, Wealth Advisor

The Great Wealth Transfer We are currently in the middle of the Great Wealth Transfer in the United States. According to a research report done by Cerulli Associates, $84.4 trillion in wealth will be transferred from households to heirs and charities between 2021 and 2045.1 Many of these dollars will reach beneficiaries in the form of inherited traditional IRAs, Roth IRAs and 401(k) accounts.2 

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