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Denise S. Windham,
Certified Financial Planner
President
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A Certified Financial Planner, Denise has been advising clients for over 27 years. She has helped them achieve their financial goals through financial planning, estate planning and retirement planning using a full range of financial instruments such as stocks, bonds, annuities, mutual funds and insurance.
Born and raised in Detroit, Michigan, Denise has been involved with Rotary since 1991, serving as Club President in 1994. She has been a member of the Palm Harbor Fire Department Pension Plan Board of Trustees 1996-1998 and has held various other civil and church positions. She and her husband Gene have a mini farm in the northeast Georgia mountains where they raise Kuvasz dogs, own llamas and have 2 horses.
Denise has a BS Degree in Psychology from Michigan State University.
Gene H. Windham
Financial Advisor
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Gene has been helping clients achieve their financial goals during 27 years of commercial and private banking and
10 years as a financial advisor with Core Capital Financial Services.
He has been a Rotarian since 1982 and is currently serving as Assistant District Governor of District 6910. He is also a member of the Economic Development Authority of Union County, Georgia.
Gene has a Bachelor of Business Administration in Economics and a Masters of Business Administration with a concentration in Accounting and Finance from the University of Georgia.
Kit Curlee
Office Assistant
Kit is providing administrative support to the office after retiring from 22 years of federal government service.
A native of Iowa, Kit is enjoying the transformation into a southern gal and truly enjoys the North Georgia Mountains and the warm outgoing people in the area. Kit is an active volunteer for various community and church sponsored programs. She is frequently drafted to develop and administer fund raising activities within her community.
Kit has a BA Degree in Political Science from Simpson College.
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