Curio Wealth, LLC

Ryan Donahue is a CFP® professional with Curio Wealth, LLC in Washington, DC. He joined Curio Wealth in 2024 and has previous experience at Regscan, Inc and MainStreet Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using no-load mutual funds, ETFs, equities, and fixed income.

Jacob Sadler is a CFP® professional with 13 years of experience in financial advising. He currently works at Curio Wealth, LLC, joining the firm in 2024 after previous roles at Annapolis Financial Services, LLC and Woodstone Financial, LLC. Curio Wealth, LLC provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers a variety of advisory formats and constructs portfolios tailored to clients’ objectives, tax circumstances, and risk tolerances, using a range of investment vehicles including no-load mutual funds, ETFs, equities, and fixed income.

Yvonne Scoggins is a financial advisor at Curio Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Annapolis Financial Services, Jsk Financial Services, and Stewardship Financial Planning. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using a range of investment vehicles including no-load mutual funds, ETFs, equities, and fixed income.

Michael Roeder is a CFP® professional with four years of industry experience, currently serving as an advisor at Curio Wealth, LLC. Prior to joining Curio Wealth, he worked for 14 years at Northrop Grumman. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives and risk tolerances, employing no-load mutual funds, ETFs, equities, fixed income, and alternative strategies with client-directed ESG criteria.

Samantha Sachs is a financial advisor with Curio Wealth, LLC in Asheville, NC, holding a Series 65 designation and seven years of industry experience. She previously worked at Annapolis Financial Services, LLC and Jsk Financial Services, LLC. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax circumstances, and risk tolerances, using no-load mutual funds, ETFs, equities, and fixed income, with ESG criteria applied at client direction.

Lyn Dippel is a CFP® professional with 23 years of industry experience. She is currently with Curio Wealth, LLC and previously worked at Annapolis Financial Services, LLC and Financial Advantage, Inc. Curio Wealth, LLC provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses, offering multiple advisory formats and additional tax and accounting services. The firm constructs portfolios tailored to client objectives and risk tolerances, using a range of investment vehicles and maintaining a broad office network while managing several hundred client relationships.

James Kantowski is a CFP® with 24 years of industry experience. He is currently with Curio Wealth, LLC, where he has worked since 2024. His prior experience includes roles at Annapolis Financial Services, LLC, and founding JSK Tax Services, LLC and JSK Financial Services, LLC. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers multiple advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using no-load mutual funds, ETFs, equities, fixed income, and selective alternative strategies.

Stefan Revelo is a CFP® professional at Curio Wealth, LLC with experience beginning in 2021 across several firms including Annapolis Financial Services and Empower Retirement. He has been with Curio Wealth since 2024. His background includes roles outside the financial industry and academic experience at Florida State University and Sagemont Preparatory School. Curio Wealth provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses. The firm offers various advisory formats and constructs portfolios tailored to clients’ objectives, tax situations, and risk tolerances, using a range of mutual funds, ETFs, equities, and fixed income investments.

Elizabeth Gillette is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Curio Wealth, LLC since 2024 and previously held roles at Annapolis Financial Services, MainStreet Financial Planning, and Lifetime Wealth Planning and Management. Curio Wealth, LLC provides personalized financial planning and discretionary investment management primarily to individuals, trusts, estates, and small businesses, offering various advisory formats including ongoing asset management and standalone financial plans. The firm constructs portfolios tailored to client objectives and risk tolerances, using no-load mutual funds, ETFs, equities, and fixed income, and maintains multiple offices while managing several hundred client relationships and approximately $384 million in assets.