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Debra Curry, CFP®

Managing Director, Senior Weath Manager

BA Economics from CU Boulder, CFP®

Debra, with a BA Economics from CU Boulder CFP® over 30 years of experience, started in commercial banking, moved through a large national brokerage firm, and ultimately found her niche at a boutique fiduciary firms like Bridge Advisory.

“If you aren’t making a difference in other people’s lives, you shouldn’t be in business – it’s that simple” — Richard Branson

 

“Don’t you dare settle for fine!” — Roy Kent

What are some interesting facts about you?

  • I have a lot of trivia knowledge especially if it has to do with Movies/ TV/ Stars or entertainment in general.
  • I was born in Boston and grew up in Denver: RedSox? Yes! Patriots? NO! Broncos? Of course! My Dad got season tickets to all the pro sports in Denver during each team’s inaugural season, and my family still has the Broncos and Rockies season tickets.
  • Growing up in Denver, the Saturday ski bus was the standard winter weekend activity to all the Colo ski resorts. My favorite slopes were Mary Jane and Copper Mountain.
  • My best concert memories are from Red Rocks Amphitheatre which is the Denver equivalent to the Hollywood Bowl but only seats 10 ,000 vs Bowl 17,000.
  • I spent 4 weeks as an exchange student in Guanajuato, Mexico, living with a family there in a group with 20 others from my Spanish classes over 7th & 8th grade summers.
  •  I spent my first two years of undergrad UC Santa Barbara, where I became a member of Alpha Delta Phi, before transferring and graduating from CU Boulder.

What do you do at Bridge?
I guide the client’s financial future and related decisions toward their goals through planning, investments that match those goals as well as careful attention to tax consequences and strategies. I consider their other professionals including CPAs; and Estate Attorneys, as key team members.

What are your credentials/past experience, for working in your position?
Over 30 years of experience as a Financial Advisor. Prior to that , in commercial banking, I learned how banks make lending decisions. While I started in a huge national brokerage firm, my path lead me to smaller boutique fiduciary firm like Bridge Advisory, because…

I learned a tremendous amount along the way through many market ‘crashes’ and rate declines/ Fed increases, and bank crises. A few decades of experience gives you a better perspective. My Certified Financial Planning designation in 2008 is the cherry on the top.

What’s your Archetype?
Campaigner

What do you like about working at Bridge?
Everyone is pulling in the same direction. Offering support to each team member is normal. And our full embrace of tech tools to allow us all to take better care of our clients.

Your top three favorite Podcasts/Books?
Podcasts are my guilty pleasure for escape:

  • Wiser than Me
  • Films to be Buried With
  • Family Trips with the Meyers Brothers

Books:

  • Mindset by Carol Dweck
  • Wolfpack by Abby Wambach
  • The Year of Yes by Shonda Rhimes
  • Born A Crime by Trevor Noah

What are the Bridge Advisory Core Values that drive you?
Be Good Stewards is a key guidepost. We are caring for the financial lives of our clients, some who’ve had several generations choose to entrust assets to us. That’s a serious responsibility. We must be both guardians and guides for our clients. Getting all of the partners involved is part of that role.

What do you enjoy doing when you are not working?
Enjoy time with family, seeing live shows, taking road trips staycations to local spots

What are you looking forward to?
Vacations of course! Plus I usually get to visit my family in Denver at least once a year, and it is so wonderful to return to my hometown. I also have a subscription to Segerstrom’s Broadway Musicals Series and always enjoy going with a friend or one of my children.

What makes you smile?
Dogs. Any dog in person or dog related video (My Instagram is dogs, dogs, and the occasional baby and dogs).

What would you do if you won the lottery?
International travel with family or friends, get a couple of dogs, and paying off debt.

What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
In 1985, I travelled alone when my travel girlfriend cancelled at the last minute for 1 week each to London, Paris, and Cosmo/Milan. I was a bit terrified, but when returning I realized how much it was a mindset altering experience.