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.

Shona Martin
Financial Planner

Shona grew up in England, moving to the US in the early 1980’s. She spent the first chapter of her professional life as a Dietitian with a specialty in Neonatal ICU nutrition. While she was raising two boys, she discovered that personal finance was a keen interest of hers, and a few years ago she decided to turn her passion into a career. At this time, Shona has passed the CFP exam and is considered a Candidate for CFP® Certification. She very much enjoys the work of helping our clients reach their goals and dreams with sound financial planning.

In her spare time, Shona enjoys volunteering for the Navy Marine Corps Relief society, helping members with their personal finances. She loves hiking and has completed two long-distance hikes in Europe – the Tour du Mt Blanc and one of the Alta Via’s in the Italian Dolomites. She and her husband downsized their home in 2015 and just completed a remodel and landscaping of this 1940’s home.

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.