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Bear Market Financial Services

We're the Group Built
to Build Your Future.

Headshot of Curtis James

Curtis C. James

Financial Advisor, Owner & CEO
Bear Market Financial Services is led by Financial Advisor, Owner and CEO Curtis James. With over a decade of experience in the insurance and financial services industry, Curtis believes in a straightforward, direct and crystal-clear approach when working with clients on personalized retirement strategies.
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Advisory Team

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Tasha Schulze

Financial Professional

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Nate Hendrickson

Client Relationship Manager

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Team Members

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Lauren James

Chief Culture Officer

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Headshot of Chelsie Babcock

Chelsie Babcock

Director of Marketing

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Headshot of Regina Boston

Regina Boston

Director of Operations

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Headshot of Brooke Kenow

Brooke Kenow

Administrative & Event Assistant

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Research & Support Team

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Jared

VP of Sales | Consulting
Brett headshot

Brett

Advisor CMO

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Samantha

Case Manager

These team members work directly for The Impact Partnership LLC – A Non-Affiliated, Third-Party Firm. The Research and Support team has a limited role on an as-needed basis.

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Headshot of Curtis James

Curtis C. James

Financial Advisor, Owner & CEO

Bear Market Financial Services is led by Financial Advisor, Owner and CEO Curtis James. With over a decade of experience in the insurance and financial services industry, Curtis believes in a straightforward, direct and crystal-clear approach when working with clients on personalized retirement strategies.

Curtis founded Bear Market Financial Services, LLC with the objective of helping clients confidently pursue the simple, comfortable retirement they envision. His mission is to assist you in achieving the retirement you deserve through a personal approach focused on getting to know your unique goals, situation and attitudes about risk.

Born and raised in Minnesota, Curtis loves spending time with his wife, Lauren, and is the proud father of two amazing daughters. He enjoys going to church, spending time outside with family, grilling, trying new restaurants, and supporting Minnesota sports teams.

Curtis is a licensed financial planner in Minnesota and earned his bachelor’s degree in Business Administration from the Opus College of Business at the University of St. Thomas.

NPN #17073328
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Headshot of Tasha Schulze

Tasha Schulze

Financial Professional

With over a decade in the financial services industry, Tasha Schulze brings experience and passion for helping clients navigate their financial futures. Before joining Bear Markets Financial Services, she was the director of sales at one of the nation’s leading insurance and retirement income companies. Her background includes extensive work in retirement income planning, insurance strategies, and advisor development—making her a trusted partner to those seeking clarity and confidence in their financial decisions.

Tasha takes pride in building genuine relationships with all of her clients, offering guidance that’s both strategic and easy to understand. Her specialty lies in breaking down complex financial topics into relatable, actionable guidance ensuring that all clients feel both informed and inspired.

With a special focus on empowering women, Tasha is passionate about creating a welcoming, judgment-free space where women can ask questions, gain knowledge, and feel confident about their financial choices.

Whether it’s planning for retirement, navigating a major life transition, or building long-term wealth, she’s all about making finance feel less overwhelming and more empowering for every individual who walks through our door.

Outside of work, Tasha is married to Andy and mom to two energetic girls, Sunnie and Stevie. You’ll often find them camping, fishing, or knee-deep in their next DIY project. Whether she’s crafting a financial plan or a backyard playhouse, Tasha brings a hands-on, down-to-earth approach to everything she does.

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Nate Hendrickson

Client Relationship Manager

With over a decade of experience in the financial services industry, Nate is dedicated to helping clients navigate smoothly through their retirement journey. His passion for building lasting relationships drives his commitment to providing personalized guidance and support to both new and existing clients.

When he’s not at work, Nate loves spending quality time at home with his wonderful wife and their three lively boys. Whether they’re trying new foods, catching the latest movie, or playing and watching every sport imaginable, they always find ways to have fun together.

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Headshot of Lauren James

Lauren James

Chief Culture Officer

Lauren James joins the team at Bear Market Financial Services as our Chief Culture Officer, after years serving her community as an elementary school teacher and leader in children’s ministry. Wanting to expand her impact beyond the classroom, she has transitioned into a position at the firm that’s at the center of the company’s continuous growth. Lauren brings that same people-first mindset to the financial world, drawing on years of experience to foster a culture of family, faith, and continuous collaboration.

Outside of the office, Lauren enjoys traveling to new places, diving into the next good book, or spending quality family time on the lake with her loving husband and beautiful daughters.

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Headshot of Chelsie Babcock

Chelsie Babcock

Director of Marketing

As the Director of Marketing at Bear Market Financial Services, Chelsie strives to elevate the firm’s brand and reach new families looking for help with their retirement strategies. With over 10 years of experience in marketing, graphic design, and customer service, she is passionate about finding the balance between designing elite creative strategies and building lasting relationships with our current and future clients. Having spent years living in California, Chelsie brings a unique blend of West Coast influence and Midwestern values to the firm.

Outside of work, Chelsie enjoys family time with her daughter, staying active, and live music.

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Headshot of Regina Boston

Regina Boston

Director of Operations

Regina came to Bear Market Financial Services team with over a decade of experience in project management and client services. She’s passionate about connecting with people and delivering exceptional service. Regina has earned a bachelor’s degree in communications from the College of St. Benedict and a graduate certificate in management communications from the Opus College of Business at the University of St. Thomas.

When not in the office, Regina enjoys traveling, staying active through exercise, and experimenting with new baking recipes. She is married and the mom of two amazing boys.

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Headshot of Brooke Kenow

Brooke Kenow

Administrative & Event Assistant

From a very young age, Brooke knew she wanted to make an impact on other people’s lives. Her positive energy and fun personality help guarantee exceptional client experiences for our members. As your first point of contact with Bear Market Financial Services, Brooke is responsible for providing administrative support and assisting with our marketing and events.

When Brooke is not at the office, you’ll find her with her nose in a book or spending some quality time with her amazing husband and family.