Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

Hello, my name is Curtis. Some of my interests are my family, my animals, sports, outdoor activities, eating, movies, crafts, and video games. While my interests in these topics are strong, I admit my skill level varies. For example, I am really good at eating, but crafting can be a challenge. However, that does not diminish my gusto for attempting to slap something together. I just remind myself that at one point in time, it was just called the Tower of Pisa.