Owner and Managing Partner, Curtis has over 20 years of financial service experience. He works with individual clients and business owners in all areas of retirement planning including investment management, income planning, insurance solutions, risk management and tax reduction planning. He provides strategies that help high net worth clients and business owners save considerably more money for their retirement than they could in traditional IRA’s or 401k’s. Curtis prefers to partner with the client’s CPA and/or their tax attorney to reach the best collaborative solution. Each plan is customized to center around clients’ needs and goals. His objective is to help every client retire with as much tax-free income as possible with maximum growth and safety. Curtis is a Columbus Ohio native, earning his bachelor’s degree in Business Administration. He is an active member of his church volunteering in the soup kitchen every Friday. He is also an Air Force veteran that enjoys serving our nation’s military veterans.