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.
University of Texas at Austin - BBA Finance
In the community
Curtis is serves on the Board of Directors of the Dallas Furniture Bank as the Finance committee chair.
Resources and events
Event 5/25/2022Current M&D Developments: Elevate Your Business
Article 8/18/2020Is This the Year to Convert Your Traditional IRA to a Roth?