Curtis Associates

At Curtis & Associates, we pride ourselves on being a respected and trusted resource for families and businesses seeking comprehensive financial solutions. For over 50 years, we have been serving the Kansas City community and beyond, building on a foundation of understanding the importance of community and the direct relationship between the growth and prosperity of families and businesses.

Our History

Our story begins with Tom Curtis, who founded our firm with a clear vision of providing exceptional financial planning and insurance services to our clients. Today, we are a privately-owned, second-generation firm led by Jeff Curtis, Gerald Rappold, and Mike Kimbell. We have continued to expand our services to meet the evolving needs of our clients, now offering a more comprehensive approach to financial planning and risk management.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our experienced team provides expert guidance in the following areas:

• Financial Planning: Our tailored financial plans help individuals and businesses achieve their short-term and long-term objectives.
• Wealth Management: We help our clients manage their wealth through a diversified investment strategy, ensuring their financial security and stability.
• Insurance: Our team offers various insurance products, including life insurance, health insurance, travel insurance, and property and casualty insurance, to protect our clients against unforeseen events.
• Corporate Benefits: We provide custom benefits packages for businesses, enhancing employee morale and productivity.
• Property and Casualty: Our team specializes in providing property and casualty insurance solutions for businesses and individuals.
• Retirement Planning: We help our clients plan for a secure retirement, ensuring they can maintain their lifestyle and achieve their long-term goals.

Our Team

At Curtis & Associates, we are proud of our experienced and dedicated team, who are committed to delivering exceptional service and expertise to our clients. Our team includes:

• Jeff Curtis, President
• Mike Kimbell, MBA, Financial Advisor
• Gerald Rappold, Director of Corporate Benefits
• Tim Becks, Business Consultant
• Jack Curtis, Financial Advisor
• Stephanie Dockhorn, Account Manager
• Andi Rexroad, Operations Manager

Our Mission

Our mission is to understand our clients' unique needs and provide tailored solutions to help them achieve their financial goals. We strive to build lasting relationships based on trust, transparency, and professionalism.