Designations and Licenses

Curtis is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Curtis provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Curtis was a wealth advisor with Moss Adams, where he provided comprehensive financial planning and investment advisory services to high-net-worth clients, primarily business owners and executives. Before that, he served as vice president, financial consultant at Charles Schwab.

Curtis has bachelor’s degrees in both economics and political science from Arizona State University.

Personal Interests

Married with two young boys who keep him busy, Curtis’ hobbies and sports consist mainly of what his boys are interested in at the time, but he is encouraging them to be Seattle Mariners fans. He gets in a round of golf whenever he can.