Growing your Money, Protecting your Assets, and Maintaining your Income for Life

meet our team

kristopher curtis financial

our talented and dedicated team
At Kristopher Curtis Financial, we understand the challenges that come with navigating the complex world of finance. That’s why we work diligently to provide you with the guidance, tools, and resources you need to make informed decisions. From investment planning and wealth management to tax planning and retirement strategies, we have the expertise to help you achieve your financial goals.

curt whipple, cws, cep®

partner, forbes speaker

kris whipple

partner, financial advisor

connie whipple

director of first impressions

Emma Merstetter

Office Manager

Becky D’Amico

Client Services

Barb Wilson

Implementation Specialist

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introduction to the whipple's

Introduction to Curt whipple

Introduction to kris whipple

What is your number one fear about retirement?

At Kristopher Curtis Financial you will walk out the door with each and everyone of these retirement questions answered in a way that will be easy to understand. Find out what your required rate of return must be to reach your financial goals without obligation.

reach your desired retirement goals

(877) 408-3211

We help you achieve retirement goals with custom plans with the expertise of our financial professionals.

Don’t be caught guessing about your financial situation and retirement.