Curtis believes passionately that every financial decision should pass the “common sense” test, so clients can move forward confidently towards their goals. Curtis serves high-net-worth clients in all areas of the wealth management process, including investments, retirement planning, income taxes, estate planning, executive compensation, and insurance.
In his free time, Curtis enjoys traveling, supporting local Atlanta sports teams, and watersports. He attends Trinity Anglican Church and actively supports the Covenant House of Georgia.
Education, Designations, Licensures:
- Bob Jones University – Bachelor of Science
- Southern Wesleyan University – MBA
- CERTIFIED FINANCIAL PLANNER™ certification