Curtis brings over twenty years of financial services experience to his clients, including specialization in financial planning, estate and tax planning, and portfolio management. His driving force is to live an adventurous life while making meaningful connections with people, helping them overcome the obstacles and fears that keep them from true financial success. Curtis received his bachelor’s degree from Clemson University and his Master’s degree from San Diego State University and earned his CERTIFIED FINANCIAL PLANNER designation in 2010. Curtis is an avid mountain biker and has a passion for motorcycles and classic cars. Every summer, he volunteers at CalEx Experience Camp, a week-long summer camp for grieving children who have experienced the death of a parent, sibling, or primary caregiver.