Curtis has been meeting the financial and insurance needs of his clients since 1987. After 18 years of managing his own practice, he merged with Two Rivers Financial Group in August 2004. Curtis is an award-winning financial advisor, recognized as a finalist for Senior Market Advisor of the Year by Senior Market Advisor in 2009. He is nationally recognized as a speaker and trainer across the financial services industry, specializing in retirement income and estate planning.
Curtis and his team provide the following services:
* Retirement and retirement income planning
* Estate and legacy planning
* Investment management and portfolio design
* Life insurance and medical coverage
* Group benefit designs
* Business succession planning
* Buy-sell agreements and funding designs
Curtis is a Top of the Table member of the Million Dollar Round Table and is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.
Curtis is located in Burlington, Iowa where he has lived since 1969. He enjoys working with his community and his church, where he is on many boards and committees. He is married to Kelly and has five children, including a son, Joshua, who became a partner on Curtis\\\' team in 2008.
Curtis is a Registered Representative and Joshua is an Associated Person of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products, and are not affiliated with Two Rivers.
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