Curtis has over 15 years of experience in financial services with an emphasis on investment analysis. He has a range of accounting and financial experience, from operating a private tax practice to auditing billion-dollar defense contractors with the Department of Defense. Most recently, prior to joining our company, Curtis spent over seven years managing investments for personal and corporate clients at LPL Financial.

Curtis is a Certified Public Accountant, has held FINRA Series 7 and Series 66 licenses, and has passed the Chartered Financial Analyst Level I exam. He graduated magna cum laude from the State University of New York at Oswego with both his Bachelor of Science and Master of Business Administration, concentrated in Accounting.

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