Curtis is a 18+ year veteran in the financial services industry, helping individuals and their families maximize their personal and financial wealth and attain their set goals. A well-known planner in the Dallas area, Curtis has been featured in several national and regional publications, including USA Today, the Dallas Morning News, Senior Advisor Magazine and Fox News. In 2012, he was recognized as a Five Star Wealth Manager* in the Texas Monthly. He has been a speaker on various financial planning and investment management subjects at local conferences as well as numerous corporations and community organizations. Curtis’ credentials include:
- CFP® licensee from the Certified Financial Planner Board of Standards
- Chartered Financial Consultant (ChFC)
- Certified Fund Specialist, a professional designation given by the Institute of Certified Fund Specialists
Curtis received his B.B.A. in Finance with an emphasis on Modern Portfolio Theory from Texas A&M University at College Station. In addition, he received his Certification in International Business & Finance at Texas A&M.
When not helping his clients, Curtis is an avid reader and enjoys watching the Dallas Mavericks, spending time with friends and family, and traveling with his wife, Rebecca. They reside in Dallas along with their three feline “children.”
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
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