Meet Curtis

Growing up I wanted to be rich. I thought having a million dollars would be the solution to almost everything. As it turns out, there is a big difference between spending a million dollars and having a million dollars. It’s a difference I found in finding contentment within myself rather than seeking validation from others. 

Money has transformed from being my pursuit to funding my ambitions. 

I love my two kids (daughter and son), wife, and dog. My free time is spent hanging out with friends, training for triathlons, cooking, or hiding away reading. 

Helping people with their financial life is a passion of mine. I mix long-term experience (>15 years), in-depth knowledge (MBA, CFP©, CRPC©, EA, CFA), and a dedication to helping others. I want my clients to be confident in their finances so that they can focus on enjoying their life. 

Let me know how I can help: or call me 513-341-8721