About Me
DJ is Senior Vice President/Investments and Branch Manager with Stifel and co-founder of The Curtis Team. He began his investment career in 2006 and joined Stifel in 2011. He and his team provide comprehensive, consultative investment planning, risk management, and wealth management strategies to affluent families and institutions. DJ focuses on assisting private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth. He takes an active role in facilitating family meetings and discussions surrounding family governance and the education and preparation of the next generation as future stewards of the family’s wealth.
DJ was named to Forbes’ 2022, 2023, and 2024 Best-in-State Wealth Advisors lists, which spotlight more than 5,000 top-performing advisors, and Forbes’ 2022 Top Next-Gen Wealth Advisors. The Curtis Team was also named to Forbes’ Best-in-State Wealth Management Teams in 2024.
DJ holds the Chartered Life Underwriter® and Chartered Retirement Planning Counselor™ designations and earned a B.S.B.A. from the University of Arkansas in Fayetteville. He resides in Little Rock with his wife, Rachael, and their two young sons. He enjoys spending time competing in golf tournaments, hiking, and following his two favorite teams, the Arkansas Razorbacks and the St. Louis Cardinals. Outside of work and outdoor adventures, he and Rachael both share a passion to serve the Junior Diabetes Research Foundation here in Central Arkansas. He also volunteers his time to the Boys and Girls Club of America.
About Me
Since 2002, Kelley has helped develop personalized strategies to address the complex needs of affluent families. She also works closely with her clients’ trusted tax professionals and attorneys to help her clients manage their assets. A large majority of those families are business owners, and The Curtis Team understands how the success of a well-thought-out retirement plan may have a significant impact on their business.
Utilizing the knowledge she gained in earning the Chartered Retirement Planning Counselor™ designation, Kelley assists business owners in developing a retirement plan tailored to their needs. She first analyzes their current plan, and then prices non-proprietary vendor options. She then focuses on working with the business owner on plan implementation, employee communication initiatives, fee analysis, and periodic investment review.
Kelley was named to Forbes’ Top Women Wealth Advisors list in 2022, 2023, and 2024 and Forbes’ Best-in-State Wealth Advisors list for 2022, 2023, and 2024. The Curtis Team was also named to Forbes’ Best-in-State Wealth Management Teams in 2024.
Kelley graduated from the University of Arkansas, where she was a member of Chi Omega. She lives in Little Rock along with her husband, Bryan, and their two sons. When Kelley isn’t spending time with her family, she is active with her church, the Arkansas Children’s Hospital Auxiliary, and a Junior League of Little Rock Sustainer board member.
About Me
Robin joined The Curtis Team in 2018 and serves as the team’s service leader. Beginning her financial services career in 1993, she offers a distinctive blend of professional and personal service. She shares in our commitment to client service and has an individualized approach to each of the team’s clients and their families. She is responsible for the team’s administrative duties, including ongoing client support and online services.
Robin attended the University of Arkansas at Little Rock and holds Series 7, 63, and 65 securities licenses. Outside the office, she enjoys the outdoors, hiking with her German Shepherd, Sheba, and spending time with family and friends.
About Me
Denise began her financial services career in 1989 and joined The Curtis Team in 2019. As onboarding liaison, she assists the team with various administrative duties, including opening new accounts and scheduling reviews. She brings a personal touch to client service and appreciates the preferences of each of the team’s clients and their families. She is also responsible for marketing and event planning and strives to find new ways to show how the team values their clients.
Denise earned a Bachelor of Business Administration in Finance from the University of Arkansas in Little Rock. She holds Series 7 and 66 securities licenses.
Denise and her husband, Kyle, have two grown sons, Mitch, and Jacob. She enjoys traveling, gardening, and spending time with friends and family.