Integrity. Professionalism. Competence.
Curtis believes in a client-first culture. He prioritizes sitting down frequently to thoughtfully and effectively carry out the goal-based plans he drafts with clients who entrust him with their unique financial futures. He cares for clients—and their wealth—as if those individuals were his own family. His passion is ensuring that his efforts provide clients with increased confidence.
Curtis has a Bachelor of Applied Science in Health Services/Allied Health/Health Sciences from Bowling Green State University. He is a graduate of Arcadia High School.
Securities Registered in FL, IN, OH, NY
Securities Registration Series 6, 7, and 66
CFP® (Certified Financial Planner)
Curtis enjoys following the Los Angeles Lakers, New York Mets, and the Ohio State Buckeyes. You will find him driving to and from any location listening to countless podcasts. His time is most often spent with his wife, Breanna, and son, Harrison, outside in Alvada, Ohio.