After graduating from The Ohio State University in 2021, Curtis began his career in financial planning at Corient before moving to the Dayton area. After obtaining his CERTIFIED FINANCIAL PLANNER™ designation, which required meeting the board’s education and ethical standards, Curtis’ focus is to build lasting relationships with clients and ensure their interests come first. He enjoys getting to know clients personally while making sure their financial advising needs are being met.
When not in the office, Curtis enjoys watching the Dayton Flyers basketball team and the Cincinnati Bengals. Curtis also enjoys running, reading, and working on his golf game.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.