Steve Curry
Wealth Planning Consultant, CLU®, CFP®, LUTCF®
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Continuation Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Steve Curry
Wealth Planning Consultant, CLU®, CFP®, LUTCF®
Biography
Steve Curry has 36 years of experience in the insurance and securities industry working for three companies, Mass Mutual, Hartford and Met Life. He has served as an agent and Agency Manager, Registered Principle, Wholesaler and Brokerage Operations Director during that time. He possesses extensive experience in assisted sales and training for high-net-worth individuals and business clients.
A graduate from Oklahoma State University with a BS in Finance, and from Oklahoma City University with an MBA in Finance. Most recently he also served as an Adjunct Professor of Finance for the University of Central Oklahoma. Steve is a Chartered Life Underwriter® (CLU®), CERTIFIED FINANCIAL PLANNERTM (CFP®), and Life Underwriter Training Council Fellow® (LUTCF®).
In his free time, Steve enjoys golf, pickle ball, politics and cooking. He served for eight years as Chairman of the Oklahoma State Election Board (a State record) and eight years as a member of the RNC. An active church member along with his wife Norma and his three kids and three grandchildren. He enjoys traveling everywhere in the USA. He also says he makes a ‘really good Old Fashion’.
The Blair Agency
The Blair Agency, a founding member of Capitas Financial, are experts in assisting financial advisors with innovative marketing concepts and an unparalleled spectrum of products from the leading insurance carriers in the industry. The Blair Agency offers the professional financial advisor one stop access to the entire market. We see the whole market for you and your clients. Since 1972 The Blair Agency has served the needs of brokers and advisors in the Midwest including Missouri, southwest Illinois, Arkansas, Oklahoma and Kansas.
Our staff provides expert point of sale assistance and a full service experienced back office. The combination of our local service and support with the Capitas Financial network of member firms is unmatched in the insurance industry. We are committed to your success.
