Curtis has always been a people person. He believes at the end of the day that if it’s not about people, it’s simply not important. He has a proven track record as an excellent communicator, problem solver, and one who will go the extra mile to take care of you. He has enjoyed great success serving people in the nonprofit world since 1988 and in 2011 expanded his service and expertise into the financial arena.
He loves adding value to people by helping them accomplish their goals and by reaching their fullest potential. As an Investment Advisor Representative and one who is insurance licensed in Florida and Missouri, he is proud to have helped countless families build the financial home of their dreams.
He and his wife are best friends and have been happily married since 1988. They are proud parents of 3 sons, 2 daughters-in-law, and 1 granddaughter. Four years ago they fell in love with Naples and have been Florida residents for over 17 years. In his free time if he’s not with family he is enjoying the outdoors any way he can. Curtis is proud to serve as a team player on the PFS Wealth Management Group Team.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-331-2821 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.