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

David S. Richmond, CAP®, CLU®, ChFC®

Chairman & Co-Owner

Tara E. Furnas

COO & Co-Owner

Daniel J. Vredeveld, CFP®

Senior Financial Advisor

Sally

Director of First Impressions

Steve Kulchinski, MBA

Associate Financial Advisor

Jessica

Director of Advisor Support

Cindy

Director of Transfers & Reporting

Stephanie

Director of Client Experience

Lindsay

New Business Associate

Alexis

Client Service Specialist

Kira

Director of Marketing & Events

Sharon

Director of Communications

Taylor

Director of People and Culture

Matt

Chief Compliance Officer

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.

Or give us a call at 517.435.4040