Curtis Financial Planning

Our Team

Our skilled and experienced team of professionals works collaboratively to provide our clients with exceptional service.

Erin Scott Headshot

Erin Scott

Administrative Assistant

Erin Scott is the founder of Virtuali Amazing, which provides virtual assistant services to a wide variety of entrepreneurs and businesses. She has over a decade of experience in the administrative and editorial realms, and she has a passion for making processes run smoother.

Erin has a knack for finding gaps in efficacy and procedure and is skilled at providing solid, actionable solutions. Given her editorial background, Erin sees both the big picture, as well as the smallest moving parts, and provides creative problem-solving to even the most difficult of questions.

A testament to her multitasking skills, Erin worked full-time during college and still graduated first in her class. She returns to her alma mater routinely as a guest lecturer.

Erin can be found adventuring, writing, paddle boarding, kayaking, and spending time with her family in the dream beach location they call home.

Lauren Sekerke Headshot

Lauren Sekerke

Communications Director

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.

Rob Curtis Headshot

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.

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.

Curtis Financial Planning