Our Team

Providing a first-class service experience demands a first-class team. These are the people who have made our business what it is today. These are the people who make our vision and mission happen. We are blessed to have them, and you’ll soon realize why you are blessed to have them, as well.

Matthew J. Curfman, CFP®

CEO & Co-Owner

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David S. Richmond, CAP®, CLU®, ChFC®

Chairman & Co-Owner

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Tara E. Furnas

COO & Co-Owner

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Daniel J. Vredeveld, CFP®

Senior Financial Advisor

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Sally

Director of First Impressions

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Steve Kulchinski, MBA

Associate Financial Advisor

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Jessica

Director of Advisor Support

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Riley

New Business Associate

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Cindy

Director of Transfers & Reporting

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Stephanie

Director of Client Experience

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Lindsay

Client Service Specialist

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Alexis

Client Service Specialist

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Kira

Director of Marketing & Events

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Sharon

Director of Communications

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Taylor

Director of People and Culture

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Matt

Chief Compliance Officer

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

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Or give us a call at 517.435.4040