Our Wealth Management Advisors
Steve Curry , CFP®
Senior Vice President
Steve is a Certified Financial Planner™ with over 30 years of experience in the healthcare and finance industry. Steve manages comprehensive financial planning by identifying financial needs, providing solutions and setting goals while keeping budget in mind.
Steve has extensive experience providing consulting and advice in financial planning, health, life, dental and disability insurance for individuals as well as large and small corporations. His holistic approach to providing insurance solutions, expertise in forecasting market trends and desire to cultivate long-term relationships makes him a partner you can rely on. He is a nationally recognized expert who has been featured on Fox News.
Prior to NFP, Steve owned and operated Casico, a Managing General Underwriting firm and lead the company to $12 million in stop-loss premium. He was directly responsible as the COO for the financial turnaround of The Preferred Plan, the first PPO in Illinois; a family-owned business.
Outside of work, Steve enjoys traveling, spending time with family and cycling all around the world. He is also a wine enthusiast and enjoys trying new food and wine pairings.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures