Kelsey Curtis

Kelsey Curtis is the Client Relationship Manager at Pillar Financial Group, where she plays a key role in supporting financial advisors and delivering seamless service to clients. From coordinating meetings and processing transactions to organizing client events and ensuring every “i” is dotted, Kelsey is the calm, capable presence clients and advisors count on.

She brings a strong background in client care to her role. Before transitioning into the financial world, Kelsey was the lead front desk manager at a busy chiropractic office, where she honed her organizational talents, communication skills, and passion for creating meaningful client experiences.

Outside the office, Kelsey is a dedicated animal lover with a home full of feline companions and a love for music, nature, and kayaking. She shares her life (and probably a cat or two) with her boyfriend, who happily matches her sense of adventure, and tolerance for a house full of furry chaos.

Looking to learn more about Kelsey’s personality, quirks, and what makes her tick?
Dive into her fun Q&A below.

Kelsey Curtis is a Non Registered Associated Person with Cetera Wealth Services, LLC.

Beyond the Desk: Kelsey Close Up

What is your favorite non-work-related hobby? Getting out on the water in my kayak is my happy place! But anything outdoorsy like hiking, nature walks, or just getting some fresh air while walking the friends’ dogs in the neighborhood are favorites. If there’s sunshine (or mud), I’m in!

What are you currently reading, and what’s your all-time favorite book? Right now, I’m reading Hemingway’s Cat. Yes, cats and Hemingway, what’s not to love! But my all-time favorite is To Kill a Mockingbird. I even had it on VHS growing up, which should tell you how obsessed I was (and still am) with that wonderful story.

What is your favorite TV show and what character would you portray if you were cast in it? The Office. If I were cast, I’d be the female version of Darryl, chill, musical, and a soft spot for animals.

Are you an early bird or a night owl? Night owl. It’s my favorite time to wind down and enjoy some peace and quiet. It gives me a chance to reflect on the lessons of the day.

What is the most irrational superstition that you have? I still hop over sidewalk cracks like I’m in a hopscotch tournament. I think you may agree that some old habits die hard, and we just can’t risk our moms’ back.

What is a skill you have outside of the office that you are most proud of? Hopscotch, ha ha! But seriously, I played violin for nine years, and I’ve recently started picking it back up again. It’s like riding a bike, with strings and a bow but slightly more screeching while knocking the rust off.

If you weren’t in this profession, what career field or job would be your next choice? I’d be a dog groomer! I’ve actually been looking into it as something I might do in my spare time. Being around dogs and making them feel fabulous, sounds perfect to me. Yes, I do love animals!

What is your favorite vacation destination? New Zealand and Ireland are tied at the top of my list. Give me lush landscapes, cozy pubs, and some sheep-dotted hillsides, and I’m in heaven.

What is the biggest goal you have personally and for the practice in the next 5-10 years? Personally, I want to plan more time for the things that bring me joy like traveling, trying new things, and learning just for fun. Professionally, I’m all about soaking up knowledge and continuing to grow so I can bring even more value to our team and our clients.