Curtis Financial PlanningCurtis Financial Planning Team

Kyra Zepernick
Administrative Assistant

Kyra has over 30 years of experience working in the Financial Industry that include working with 401k’s & pension plans as well as experience with alternative investments and compliance administration. You may be familiar with some of the companies she has worked for such as Schwab, Equity Trust Co, Roadway Express and FedEx.

When away from the office, Kyra enjoys cooking and spending time outdoors shopping at farmer markets, hiking, and going to wineries with friends.

Marie Thomasson
Financial Planner

Marie Thomasson has nearly 15 years of experience in asset management and financial services. Marie’s career began as an institutional fixed income analyst, overseeing accounts of nearly $6 billion in assets for pension funds, banks, and institutions, as well as creating and maintaining portfolios for multi-strategy fixed income and boutique commodity products.

Marie transitioned to working with the people in the pension funds as she sought more fulfillment from her work, and flexibility to raise her two young boys. She is a graduate of UCLA in Los Angeles, California with a degree in Applied Mathematics. She also holds the CFP® (Certified Financial Planner) designation.

Marie is on the New Leadership Council for the Family Violence Appellate Project (FVAP) and an active member of her children’s school. Marie enjoys reading, cooking, and exploring the world with her sons

Rob Curtis
Business Operations Manager

Rob Curtis manages the business operations at Curtis Financial Planning. Rob owned and operated a mortgage brokerage firm for over 25 years and developed expertise in project management, billing systems and workflows. He is highly organized, detail oriented and he is without peer in his proofreading skills. He is from Winnipeg, Canada and made his way to California after a year in the Virgin Islands as a charter boat captain. He enjoys skiing, mountain-biking, reading, traveling, and has an encyclopedic brain filled with interesting knowledge about history, geography, and the natural world.