On the Curtis team, our goal is to know each and every client as if they are a member of our own family. We work to understand details beyond the scope of a transactional advisory relationship by digging into what makes you tick, your family dynamics and your likes and dislikes—this builds deep, trusting relationships and helps us become your advocate and friend.
Our team happily serves a wide variety of clients with various financial goals and objectives, but we have a special passion for serving those who need a helping hand as they learn how to manage finances.
Partner Allan Curtis is especially dedicated to serving widows who struggle to navigate their new financial role. He strives to alleviate them from worry during an already difficult time.
Partner David Curtis is passionate about serving clients’ adolescent children as they learn about budgeting, finances and investing. He has a stellar “Finance 101” approach that gives a general overview of what it’s like to take care of money, while making the information fun to learn.
Together, our team not only spans generations but serves generations—so whether you are transitioning into retirement, raising young adults, or building a career, we are eager to get to know your family dynamic and become experts on you.
Get to know our “family” by reading the individual bios below.