Overview

Curtis has been in the financial services industry for over 20 years focusing on serving the needs of high net worth individuals. As a fiduciary, he helps clients navigate the complex financial world with an emphasis on building relationships through long term financial planning and investment management.

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

Curtis is serves on the Board of Directors of the Dallas Furniture Bank as the Finance committee chair.