Our skilled and experienced team of professionals works collaboratively to provide our clients with exceptional service.
Erin has decades of administrative experience, which includes editing, proofreading, organizing, and managing. She’s worked for several well-known financial firms, as well publishing houses and administrative organizations. She’s a graduate of Meredith College and holds two degrees and three minors.
When she’s not working, Erin can be found reading, writing, or exploring with her family. She’s always up for a new adventure.
Marie Thomasson, CFP®
Marie has nearly 15 years of experience in asset management and financial services. Her 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. She is a graduate of UCLA in Los Angeles, California with a degree in Applied Mathematics. She also holds the CFP® 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.
Lauren’s 15 years of experience in financial services includes roles in project management, portfolio management, content creation, and digital marketing strategy. Prior to starting her own consulting firm, Lauren worked for firms including Morgan Keegan in Memphis, TN and Dimensional Fund Advisors in Austin, TX. She holds the CFA® designation and has an M.B.A. from The University of Chicago Booth School of Business.
Lauren is the founder of Left Field Insights. As a business strategist and digital consultant, she helps solo financial advisors execute results-driven digital strategies to reach new levels of success.
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.
Rob 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.