Curtis is the second generation Finley and current President of Finley Financial Services. He earned his Bachelor’s Degree in Finance from Hardin Simmons University in 1982. He has been with Finley Financial Services since 1989 providing clients with comprehensive financial planning and employee benefit plans. His activities include civic affairs in Kiwanis Club, Kiwanis Legion of Honor, Kerrville Independent School District Trustee, Peterson Health Foundation Board Member, and the Hardin Simmons University Board of Development. He is also former President of Kiwanis, former President of Tivy Athletic Booster Club and formerly involved with Leadership of Kerr County Class of 1994, Kerr County Day Care Board, YMCA (Board Member), Boy Scouts, and the Chamber of Commerce Board.
Curtis holds the Registered Financial Consultant designation and is an Investment Advisor Representative and Registered Representative with Cambridge.
TAYLOR FINLEY, CFP®
Taylor is a Certified Financial Planner ™. He is an Investment Advisor Representative and Registered Representative with Cambridge Investment Research. His role in the firm is assisting with portfolio management, developing financial plans, and maintaining client relationships.
Taylor joined the family business in 2015 after completing his bachelors degree in Finance from Schreiner University. He is the third generation Finley to work in the family business. His activities include former President of Phi Delta Theta, former Eagle Scout, graduate of Leadership Kerr County, graduate of Leadership Kerrville Independent School District, current President of Kerrville Area Chamber Young Professionals, and current member of Morning Rotary. He enjoys spending time with family, traveling, golfing, fly fishing, wake surfing and skiing.