Kelley Curl
Compliance Coordinator
Kelley Curl oversees and coordinates all aspects of compliance within our operations. Her meticulous attention to detail and thorough review of account administration, portfolio management, and all aspects of regulatory reporting ensures our operations are running efficiently and effectively–meaning we deliver the highest level of professionalism and integrity as it relates to our client experience.
Kelley is married to her husband of 23 years, Reagan, and they have two grown children. They make their home in Johns Creek where they are very active in their community, church, local business organizations, and schools. In her spare time, Kelley enjoys cross fit, gardening, and cooking. She has a paralegal degree from Perimeter College and also attended Valdosta State University.
Services From:
NetWorth Financial Services
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
