Curtis guides clients through the complexities of financial planning, creating personalized roadmaps that bring clarity, confidence, and peace of mind. By starting with a deep understanding of each client’s goals, he helps them make informed decisions that move them toward their ideal future—securely and efficiently.

Working with his team and strategic resources, Curtis provides tailored strategies in retirement planning, estate conservation, tax management, insurance, and income protection. His approach combines education, strategic insight, and actionable solutions to ensure clients feel confident at every step.

Curtis lives in Norwood with his wife and their dog, Teddy. Outside of work, he enjoys golfing, skiing in the Northeast, and spending time with family down the Cape.

Education

University of Massachusetts Amherst