September 8, 2010 at 2:12 PM CDT - Updated June 21 at 10:39 PM
Curtis D. Blair, CEO
Curtis Blair is a founding partner and CEO of The Blair Group, L.L.C., which is one of the top safe money firms in the United States. He has utilized a conservative philosophy with an emphasis on asset growth and preservation for over 30 years.
During that time, he has safeguarded hundreds of millions of dollars for clients that have stood the test of time. He is a sought after speaker and teacher. His client list includes employees of such well known companies as Exxon-Mobil, American Airlines, Peterbilt, Texaco and Hardin Simmons University.
Curtis has been published in numerous magazines including Texas Medicine, San Antonio Medicine, Tarrant County Physician and others throughout Texas.
A native Texan, Curtis is a graduate of Texas Tech University. He is former military and served in many difficult situations and today protects his clients portfolios with the same zeal that he defended the country when he was active in the military. Curtis was awarded the Congressional Order of Merit for outstanding integrity in the business and financial fields. In addition, he formerly represented Texas on the Business Advisory Council and was listed in the Wall Street Journal as a member of this prestigious council. Curtis Blair is an approved member of the National Ethics Bureau. A recognized membership organization of background-checked financial professionals. All members have passed a comprehensive, seven-year background check process and have agreed to uphold strict standards for membership.
Judy R Smith, CFO
Judy R. Smith, a founding partner of the firm, attended Lubbock Christian University in Lubbock and has been involved in the financial services industry for over 30 years. She has her LUTCF designation and manages offices in Dallas, Houston, as well as the corporate office in Lubbock, Texas.
She serves as Chief Financial Officer and oversees all personnel. Her success over the years has been instrumental in helping to create one of the top safe money firms in the United States. Judy has been a key figure in bridging working relationships with top accounting and medical associations throughout the country.
Bobby Blair, President
As President of The Blair Group, LLC. , Bobby has worked diligently to help Texans safeguard their hard-earned money. He has been recognized for the long term relationships and trust he has developed with his clients.
Bobby is an Investment Advisor Representative and holds a Texas Insurance License. This provides the platform to implement sound financial strategies.
Bobby's goal is to educate and inform all individuals planning for or enjoying retirement. His financial forum "Smart Solutions to Potentially Protect and Grow your Assets" provides information on ways to achieve personal retirement objectives.
He is a man of integrity both in business and personal life. He has been married to his wife Vicki for over 32 years. They have three grown daughters and a son-in-law. Bobby and Vicki reside in The Woodlands, TX, where they are active in their church and currently serve as President of The Woodlands Dance Club.
Investment Advisory Services offered through Kalos Management, Inc., 3780 Mansell Road, Suite 150, Alpharetta, GA 30022, (678)356-1100. The Blair Group,LLC., is not an affiliate or subsidiary of Kalos Management, Inc.
Tony B. Wright, Senior Vice President
Tony B. Wright joined The Blair Group to partner in its vision of protecting and preserving the assets of hard working individuals throughout the state. He brings to the company, over 25 years of top sales experience, along with a network of individuals he has had the opportunity to work with over the years. This includes a relationship with one of the largest property and casualty agencies in West Texas.
Tony is available for complimentary personal consultation appointments, where he is prepared to present sound and time proven financial strategies for surviving today's volatile market place.
Jana A. Hill, CPA, Managing Director of Tax Issues
Jana Hill has been a Certified Public Accountant since 1983 and an investment advisor since 1993. She has her bachelor's and master's degree from Texas Tech University. She began her tax career with Main Hurdman, CPAs, in Lubbock. In 1985, Jana and her husband, Steve, moved to Dallas where she worked as a Tax Manager for Trammel Crow for several years. In 1990, she started her CPA practice. She currently has offices in Lubbock, Dallas and Seminole, Texas.
Her experience includes individual tax, corporate tax, partnership tax, and estate and trust tax. She also works with businesses in start-up, planning and supervision of operations. The practice involves tax planning, preparation of financial statements, and compliance with federal, state and local government filings. Jana works with many types of businesses including but not limited to real estate, agriculture, retail, wholesale, medical, and construction.
In 1993, Jana added financial and investment services to the practice. She has her Series 7 investment license and an insurance license. Since that time, she has helped many clients prepare for retirement as well as helping retired clients safeguard their assets through conservative methods.
Jana is a member of the AICPA, the Texas Society of CPAs, and the Lubbock Chapter of CPAs. She has served as Director of the Chamber of Commerce and served three years on the State of Texas Ethics Board. She remains actively involved with Senior Citizens and the Cancer Society.
Jana, her husband Steve, and their two sons have recently moved back to Lubbock. Steve has his doctorate from Baylor University and recently retired as Dean of Enrollment Services from University of the Southwest. Sean, age 23, is currently enrolled in the Rawls College of Business MBA program at Tech. Ryan, age 21, is currently enrolled at South Plains College.
Securities offered through Kalos Capital, Inc., 3780 Mansell Road, Suite 150, Alpharetta, Georgia 30022, (678) 356-1100. The Blair Group, LLC is not an affiliate or subsidiary of Kalos Capital, Inc.
Mike Corbell, Client Services Specialist and Operations Manager
Mike Corbell joined The Blair Group in 2006 as our Operations Officer and Client Services Specialist. He completed thirty years of active service with the U.S. Army in 2000, retiring in the grade of Colonel and having served as a brigade commander and on the faculty of the U.S. Army War College. Following retirement, Mike served as an instructor and lesson author for Science Applications International Corporation specializing in Department of Defense financial systems.
Mike holds a bachelors degree from Texas Tech University, a masters from Pepperdine University and is a graduate of the Army War College. He has also earned the Certified Defense Financial Manager designation and holds a Texas Insurance License. Mike and his wife Donna have been married for 41 years and are blessed with three married children and five grandchildren.
Nancy Willis, Executive Assistant and Appointment Setter to Curtis Blair
Nancy returned to her hometown of Lubbock several years ago and soon after joined our team as Curtis Blair's executive assistant and appointment setter. She has many years of business experience as an office manager and assistant to the CEO of two major restaurant chains and a private investigation firm in Dallas.
Nancy has two grown sons, a daughter-in-law and one grandson, who also live in Lubbock.
Vicki Blair is a Texas Tech University graduate and a native Texan. She currently serves as secretary on the board of the Texas Association of Investment Professionals. As a former educator with the public school system and an independent business owner she brings to the financial services industry vast management, training and financial experience. She has been married for over 32 years and has 3 grown daughters and a son-in-law.
Joann Newport, Transfer Administrator
Joann overseas all aspects of new business and is available to take any questions regarding your transfer or policy documents as a new client.
Joann is a Lubbock native and a recent graduate of Texas Tech University where she earned a Bachelor of Science in Human Development and Family Studies. Joann enjoys spending most of her time with her daughter, Madison, who is four years old. When not being entertained by her daughter, Joann loves to shop, travel and spend time with family and friends.
Mindy Lentz, Marketing and Technical Director
As marketing and technical director, Mindy coordinates all educational forums and personal consultations hosted by any agents within the firm. This includes media design and venue coordination.
She also processes all marketing materials, and maintains the company website. In addition Mindy is responsible for much of the in house technical support and manages all aspects of the video teleconferencing system used for agent training.
She and her husband, Justin, live in Lubbock and recently celebrated the arrival of their first child, Harper Elizabeth, on January 9th.
Joann Haddock, License Specialist
Joann has worked for Curtis and Judy as personal assistant for over 15 years. She also can answer any questions you might have about your plan, from application to delivery of plan documents. Joann has a dedication to the preservation and well being of all animals.
Tim Loveland, Assistant to Mike Corbell
Tim Loveland joined The Blair Group in late 2008, and is assistant to Mike Corbell, Client Services Specialist and Operations Manager.
Tim served in the Army for 4 years, where he deployed for 15 months overseas to Iraq. He continues his career in the Army by serving in the Army National Guard, with a current rank of Sergeant and is also pursuing his degree in finance at Texas Tech University.
He and his wife Marla, recently relocated back to the Lubbock area after being stationed at Ft. Lewis outside of Seattle, Washington.