Your future is our business

Three generations in the front yard

The proof is in our numbers

700,000,000

Assets under management

7 person

seasoned team

115

Collective years of experience


We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. we're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Nasief Powell Curtis Wealth Management Group

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Edmund G. Nasief Jr.

    Edmund G. Nasief Jr.

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Ed has 40 years of experience in the financial services industry. He holds his Series 3, 5, 7, 63, 65, health and life insurance licenses, and is a past Chairman of the UBS Financial Advisor Advisory Committee. To Ed, the best part this business is having ongoing client contact and the ability to nurture good friendships. Ed stays current with the many different disciplines that wealth management addresses, including investing, economics, estate and retirement planning and changing investor demographics. Ed has a B.S. from the University of Louisville and an M.B.A. from Southern Illinois University.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019
    • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
      • Matthew Powell

        Matthew Powell, CFP, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • NC
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV

        Matt joined UBS in 2004 because of a lifelong passion for the stock market and investing. Matt considers himself a natural “numbers and analysis” guy and he focuses primarily on asset allocation modeling and financial planning for the team. He holds his Series 7, 66 and insurance licenses. He is a graduate of the University of Kentucky with a B.S. degree in business finance and management, Matt enjoys traveling, working out and playing sports.

              500 N Hurstbourne Pkwy
              Suite 300
              Louisville, KY 40222
            • Renee Elizabeth Curtis

              Renee Elizabeth Curtis, CFP

              Financial Advisor

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              • AL
              • CA
              • CO
              • CT
              • FL
              • GA
              • IL
              • IN
              • KY
              • MD
              • MI
              • NC
              • NE
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WV

              Renee joined the team in January of 2015 to start her career in the financial services industry. She enjoys the planning aspect of wealth management and takes pride in the high quality service the team is able to offer to clients. She graduated from the University of Kentucky, where she received her B.A. in business finance and management. She holds her CFP® designation, Series 7 and 66, as well as life and health insurance licenses. When she is not at the office, you can find her spending time with family, friends, and her dog.

                    500 N Hurstbourne Pkwy
                    Suite 300
                    Louisville, KY 40222
                  • Ann Lesshafft

                    Ann Lesshafft, CFP

                    Senior Wealth Strategy Associate

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                    • AL
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • IL
                    • IN
                    • KY
                    • MD
                    • MI
                    • NY
                    • OH
                    • OR
                    • PA
                    • TN
                    • UT
                    • VA
                    • WA
                    • WV

                    Ann has been serving the needs of our clients for the past 18 years, and assists with the asset allocation and financial planning process. Ann received a B.S. in biology and chemistry from the University of Alabama-Birmingham. She holds her CFP® designation, Series 7, 63, and 66 securities licenses, as well as health and life insurance licenses.

                          500 N Hurstbourne Pkwy
                          Suite 300
                          Louisville, KY 40222
                        • Shannon Elaine Render

                          Shannon Render

                          Client Associate

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                            Shannon has over 23 years of experience in the financial services industry. She began her career at UBS in 1996 in the operations department. She decided to make the switch to the client facing side of the business in 2016, when she joined our team. Her vast operations experience allows us to deliver a greater level of service to our clients. She currently holds her Series 7 securities license. She is a Louisville native, who loves to scrapbook and vacation with her life-long friends. She also enjoys spending time with her husband, also named Shannon, and her two sons, Jared and Jorden.

                                  500 N Hurstbourne Pkwy
                                  Suite 300
                                  Louisville, KY 40222
                                • Kelly Hymes

                                  Kelly Hymes

                                  Wealth Management Associate

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                                  • FL
                                  • IN
                                  • KY

                                  Kelly graduated with a full academic scholarship from the University of Louisville’s business school in 2011. She began her financial services career as a personal banker at PNC in 2014. In 2017 Kelly had the opportunity to move to UBS and in her first year obtained her Series 7 and 66 securities licenses, as well as her life and health insurance licenses. An active member of her community, Kelly supports Waterfront Botanical Gardens of Louisville, Maryhurst and Derby Divas, among other charities. In her spare time, enjoys gardening, arts, music and fitness, especially tennis, running and biking.

                                        500 N Hurstbourne Pkwy
                                        Suite 300
                                        Louisville, KY 40222

                                      A focus on personalized access and service

                                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                      Multigenerational planning

                                      Business transition and succession planning

                                      Helping women take charge

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                                      Wealth planning

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