Discover the People Behind Your Financial Plan
Secure financial independence for families by utilizing all aspects of the financial planning process and the implementation of customized comprehensive wealth management, the use of alternative investments, and unparallelled client service.
Meet David S. Webb, CFP®
David focuses on helping individuals with the selection of appropriate investments. Through his experience and passion in asset allocation and portfolio design, David believes he is uniquely qualified to provide intelligent investment advice to our clients. David oversees the building and maintenance of customized portfolios for each of our clients. David is a Certified Financial Planner and has been working with high-net-worth individuals for over 35 years.
David earned his Bachelor of Science Degree in Finance from Indiana University.
"True financial strategy isn't about chasing the market; it's about building a disciplined, customized portfolio designed exclusively for your long-term success."
Meet Robert Curry, CFP®
Rob focuses on working with individuals and families to navigate the often-complex financial planning issues that we regularly face in our lives. This typically includes overseeing the creation and maintenance of comprehensive financial plans and the building of customized portfolio strategies for clients. Rob takes his role as a fiduciary seriously and uses that to guide all advice and recommendations.
Rob is a Certified Financial Planner and has been advising high-net-worth individuals and families for 25 years. Rob earned his Bachelor of Science Degree in Economics and History from Indiana University.
"For over 25 years, my approach has remained the same: crafting intelligent investment strategies tailored to the individual, not the trend."
And in 2021, Curry and Webb joined their practices to officially kick-start the Curry Webb chapter
The Values That Drive Us
WOW The Client
We Are The Experts
Constant Improvement
We Win Together
We Care
About You
Meet the Team
Our Advisors have 100+ Years of Investment Experience.
Robert M. Curry, CFP®
Rob focuses on working with individuals and families to navigate the often-complex financial planning issues that we regularly face in our lives. This typically includes overseeing the creation and maintenance of comprehensive financial plans and the building of customized portfolio strategies for clients. Rob takes his role as a fiduciary seriously and uses that to guide all advice and recommendations.
Rob is a Certified Financial Planner and has been advising high-net-worth individuals and families for 25 years. Rob earned his Bachelor of Science Degree in Economics and History from Indiana University.
David S. Webb, CFP®
David focuses on helping individuals with the selection of appropriate investments. Through his experience and passion in asset allocation and portfolio design, David believes he is uniquely qualified to provide intelligent investment advice to our clients. David oversees the building and maintenance of customized portfolios for each of our clients.
David is a Certified Financial Planner and has been working with high-net-worth individuals for over 35 years. David earned his Bachelor of Science Degree in Finance from Indiana University.
David Stitt
David focuses on creating customized strategic financial solutions and retirement income plans for his clients. He uses Modern Portfolio Theory as the basis for tailoring a client’s portfolio to their unique needs and enjoys meeting with his clients regularly throughout the year to discuss ways to maintain and improve their planning and investment processes.
David has been advising high-net-worth clients for approximately 30 years. David earned his Bachelor of Arts Degree in Business Administration and Finance from Western Washington University.
Ty Williams, CFP®
Ty regularly meets and communicates with clients to discuss investments and their customized financial plan. He helps the team constantly improve in the areas he controls such as alternative investments and financial plan presentation / techniques. Ty also makes sure the team is using the best software available and manages this process.
Ty earned his Bachelor of Science Degree in Financial Counseling and Planning from Purdue University.
Jennifer Keene
Jennifer helps clients in her role as Director of Client Services by getting all necessary paperwork completed with our custodians and facilitating transfers of money in or money out. She has a great sense of urgency to get things done for clients as soon as possible.
Jennifer fills several different roles in our firm which allows her to be involved in all areas of the internal management of our business.
Brady Johnson
Brady helps clients with managing their data in their financial plan and makes sure all information is current in plans. He is continuing to learn all about eMoney, which is the financial planning software we use. Brady is passionate about financial planning and helping our clients achieve their goals.
Brady earned his Business Finance Degree with a concentration in Investments from Western Kentucky University.