Broker Check

Our Mission

Who We Are

Rick Curtis began in the insurance industry in 1985. In 1987, he began working with mutual funds, annuities, and other investments when he became fully licensed. After being asked to become a district sales manager in 1990, he realized during the 16 years of management that he was passionate about being in the field. So, he returned to working in the field with insurance and investment products. Becky Brockman (then Allen) joined the team, eventually becoming Curtis Financial Services, in 2006. Since then, Becky became fully licensed. She now manages the office.

It became a family affair when, in 2014, Collyn Curtis (Rick’s son) graduated from UNL and decided to join the family business. Collyn and Rick work together to provide comprehensive financial plans to encompass all areas of their client’s financial lives. Rick and Collyn are licensed in multiple states.

In July of 2020, Curtis Financial Services found our home when we purchased two blocks of businesses from Jim Isaac and Paul Saggau. Jim and Paul joined the team, and the history is writing itself. Our goal as a financial services firm is to meet our clients where they’re in their journey and help them reach their goals.

“Alone we can do so little; together we can do so much.” -Helen Keller

Our Mission

Our Mission

To get to know our clients intimately to provide solutions in every aspect of their financial life.

Our Vision

Our Vision

That every client we work with can achieve financial success, find financial freedom, and retire with confidence.

Have a Question?

Thank you!
Oops!