With the knowledge that comes with more than 35 years of experience in the financial services industry, Curtis helps investors navigate the myriad of available investment options with dedicated service and a personal commitment.
From financial planning to comprehensive portfolio management, Curtis’ recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much confidence, and as little risk, as possible.
At Raymond James, Curtis has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he strives to provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Curtis joined Raymond James in 2017. His previous employers include Morgan Stanley, A.G. Edwards, PaineWebber, and Jefferies Group. He is a graduate of the University of California San Diego and received a degree in economics. He is the past chairman of the investment committee of Woodland Park Zoo in Seattle. He also has served on the board of directors for Community Homes as past president and treasurer. Curtis lives in Kirkland, WA with his wife Nancy and has a son named Andrew. When not in the office, He enjoys cooking and cycling.
Raymond James is not affiliated with the above organizations.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
