Hi, I’m Curtis
• Experience – I have worked with C-Suite Executives, Rising Stars, Plant Managers and everyone in between. Advising clients across multiple market cycles has helped me to not only plan for the otherwise unexpected, but also guide clients to achieve better outcomes for their goals.
• Expertise – Not everyone loves looking at investment fundamentals, the changing tax code, and ways to reduce financial risks. I happen to love those things. From my undergraduate degree in Economics and Finance to my MBA from Xavier University to advanced designations of Certified Financial Planner, Chartered Retirement Planning Counselor, Enrolled Agent, Chartered Financial Analyst, I have a clear passion for learning.
• Engagement – Serving as your Financial Advisor means tailoring solutions to your individual needs. I will only work with up to 75 clients.
• Outside of Finance – I live in Cincinnati and enjoy spending time with my family; my wife, two children and greyhound. You’ll find me in the kitchen cooking (Indian and Mexican are two of my favorites), in a quiet place reading books, or out training for endurance events.