Our Team

Curtis has been interested in finance since high school when he watched his grandfather, and most successful person he knew, go through a difficult time. Curtis knows that through planning, he can help his clients take control of their financial future. In short, he believes in proactive, as opposed to reactive, planning.

He continued his education at the Kelley School of Business at Indiana University, where he graduated with a degree in Finance. Since graduating, he has furthered his education in financial planning, recently earning the Chartered Financial Consultant (ChFC) designation. In his free time, Curtis enjoys getting outside with his family. He rarely has a quiet night at home with his wife, Maria, and two daughters, Vera and Camille, and they wouldn’t have it any other way.

In 2017, Werner Financial was fortunate to gain Christy on our team by making her our Director of Finance and Operations where she is responsible for defining, implementing, and revising operational policies and guidelines for all Werner Financial client accounts. On a mission to grow the company, she is focused on improving growth directives and creating content to improve client support services. Christys strong work ethic, experience, and second to none effort for all the clientele of Werner Financial do not stop there. Her kind personality, aspiration to be the best, and overall pride in growing and protecting all assets in the company is what makes Christy the perfect fit for her position here at Werner Financial.

Outside of the office, Christy is the proud mother of two girls, Bella and Emilia. She enjoys spending her free time with her girls and her husband, Roberto.

Born and raised in New Palestine, Indiana, she has returned to the Indianapolis area to pursue a professional career after graduating from the University of Tennessee, where she earned a degree in Marketing. She has been able to hone her skills of organization and client relationship building at Innovative Pharmacy Solutions, where she continues to provide value with their Business Development team. This enables her to bring those same qualities to Werner Financial through her goal of meeting client needs.

Delani’s role at Werner Financial positions her to be a voice for the company as she works to create constant communication with our current and potential clients. Delani is focused on growing the company, while keeping our current Werner Financial family up to date on all aspects of the services we provide. Outside of the office, Delani loves to spend her time with her husband, Tyler and their dog, Cash.

Originally from St. Paul, Minnesota, Em came to Indiana to pursue her studies at Purdue University. There, she earned her degree in Computer Graphics, learning a solid foundation in technology and design. After graduating, Em moved to Washington, DC, where she started her professional journey in the non-profit sector as a Stewardship Coordinator mastering her skills with project management, communication, and administrative principles. 

Now back in Indiana, Em’s role with Werner Financial as the Office Director ensures proper organization, coordination, and preparation of the office and clientele. She is also responsible for maintaining regulatory compliance with attention to detail and a dedication to success for Werner Financial. Outside of work, Em enjoys spending quality time with her friends and family.