Ever since Curt began his financial services career in 2002, his focus has been on helping individuals and corporate clients develop and implement strategies to Accumulate, Preserve, and Transfer their wealth. As a Wealth Advisor Curt works comprehensively with his clients in coordinating their Wealth Management plan in areas of Investment Management, Retirement Planning, Asset Protection, and Estate Preservation.
Curt is committed to helping each client achieve their financial goals; he understands the foundation of helping his clients begins with building strong, lasting relationships. As a professional with Raymond James, Curt is able to leverage a team of professionals to develop customized solutions in the areas of Risk Management, Trust & Estate Services, Executive Compensation, and Cash Management and Lending services.
Prior to joining Raymond James as a Wealth Advisor, Curt worked for Wells Fargo’s Wealth Management Group as a financial consultant. Curt started his career in the securities industry with Morgan Stanley’s Private Client Group, offering portfolio management to high-net worth individuals and business owners in Scottsdale Arizona.
Curt is a United States Air Force Veteran, Serving with the USAF for 8 years.
A native of Nebraska, Curt spends time during the year in both Arizona and Nebraska. He is an active member of his communities volunteering his time and resources to local non-profit organizations.
Curt enjoys spending his free time with his family along with his wide-ranging interests such as running, cycling, golf, and just about anything outdoors and competitive.