• Martha A. Curtis, CFP®

    President & CEO

    Marty has 20+ years of experience as a CFP ®, CERTIFIED FINANCIAL PLANNER™ in Menasha, Wisconsin, for affluent individuals, families and their closely held entities. With a strong desire to provide her clients with the best proactive services available and by listening carefully to the needs of her clients, Marty is able to build strong long-term partnerships. Marty’s work moto is and has always been “Clients first”. Read More > 

  • Paul R. Hoffman, CFP®, PPC®

    Chief Compliance Officer

    Corporate Strategist

    Paul Hoffman is a family man and professional business leader. Paul also has a strong competitive drive that not only contributes to his career success, it also contributes to his active lifestyle. Paul has served the financial industry as a CFP® Professional and PPC®, as an Independent Advisor and is the President and CEO of and Advisors' Pride. In addition, Paul has help founded Provisions Wealth Planner where he is Chief Compliance Officer & Corporate Strategist. Read More >

  • Susan L . Jansen, CRPS®

    Client Relationship Manager

    With over 18 years of experience in the financial industry, Sue has found her niche as a Client Relationship Manager with Provisions Wealth Planners. Sue devotes her time and energy into providing her clients with the best service possible. She takes the time to get to know her clients personally and creates a comfort level in which clients can share their individual goals and dreams. A person that is willing to go the extra mile, clients trust that Sue is looking out for their best interests and doing all that she can to help work toward their future financial goals.  Read More >

  • Jill A. Batley

    LPL Registered Principal

    Compliance Specialist

    Jill's duties and responsibilities are strictly to our advisors to review and approve transactions and paperwork to help ensure our clients confidence in our advisors. As a Compliance Specialist, Jill also keeps our advisors and staff in compliant and up-to-date with the latest requirements and regulations that are required in the evolving financial industry. Read More >

  • Samantha K. Blaine

    Web & Media Specialist

    As a Web & Media Specialist, Samantha builds, organizes, and maintains, Provisions Wealth Planners' social media pages and website while keeping our clients up-to-date with the latest market trends and events. Samantha also helps a number of other LPL Advisors with website production, design, branding and content creation and maintenance for their clients and new prospects. Read More >

  • Nancy C. Parker

    Office Manager

    Nancy oversees the offices daily operations and administrative staff as well as manages our client communications and data. In addition, she continues to work closely with clients to build relationships and rapport. Nancy started as Office Manager with Hoffman Financial Services in 2004, serving as Paul’s assistant and a resource to other advisors. In 2009, Nancy joined Marty Curtis at Curtis Wealth Management. After the merger, Nancy remains our Office Manager to Provisions Wealth Planners. Read More >

  • Tricia L. Hoffman

    Administrative Assistant

    Tricia is our Administrative Assistant. Tricia helps manage all client and service provider communications and helps oversee our office operations by helping maintain and coordinate our Advisors daily schedules and tasks. Some areas of responsibility include marketing, event planning, and our client relationship management. Read More >