Our Team - Curi Capital

OUR VISION

Committed to you and your outcomes

Curi Capital was founded by physicians to create a nationally recognized and trusted financial advisory firm serving individuals, families, and businesses with their personal wealth and workplace retirement plan needs. We are deeply committed to fostering relationships among our team, our clients, and partners—all with the goal of improving our clients’ outcomes.

OUR VALUES

Created to be better.
Just for you.

Growth Mindset

We keep our edge and are comfortable with change.

Accountability

We measure our success not by what we say, but by the outcomes and goals achieved by our actions.

Curiosity

We actively listen and are eager to learn, pursue innovative ideas, and embrace change as we set aspirational goals.

Inclusivity

We recognize the power that diversity, inclusion, and transparency hold in achieving our goals.

Teamwork

Together, we selflessly pursue our goals with integrity, intentionality, and perseverance.

Stewardship

We approach each day with a common goal to serve our clients, our colleagues, and our communities with our talents and resources.

OUR PEOPLE

All of us. Here for you.

Meet our team of experienced and accessible wealth, investment, and workplace retirement plan advisors. All focused on helping you build your version of wealth.