Results-driven, dependable, and analytical professional who is motivated by helping others navigate their financial journey. A proud father, devoted sports fan, and historical documentary enthusiast.
Curt joined the team in 2022 as an Associate Advisor. He is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.
Before joining the Strategic team, Curt worked as a Chief Financial Officer in the Not For Profit field. Additionally, he worked with smaller not-for-profits to establish their Finance departments, train incoming Executive positions and assist with the development of best practices. Curt has also worked in both the Insurance and Banking industries.
- Bachelor of Science, Siena College
- Series 65 Licensed Financial Professional
Beneath the Surface
Claim to Fame
Known for creating PowerPoint presentations, Excel spreadsheets and agendas for family meetings and events.
Traveling with his wife and kids, telling terrible Dad jokes, being a huge Mets fan, tournament brackets and watching shows about history.
Curt lives in Whitesboro with his wife Courtney and children; Landon and Kaylee.
Yesterday’s home runs don’t win today’s gamesBabe Ruth