Brett Curtis, CFP

Financial Planner

While Brett has already obtained the Certified Financial Planner designation, he is currently working towards getting his CHS and CLU designations. It is his legacy of excellence in the financial world that is most notable. Specifically, Brett's entire family works in finance.

As a result of this deep and long heritage, Brett is passionate about helping people establish solutions to improve and protect their financial well-being. One might even say that it runs in the family.

Even though we can't be certain of our future, we can be certain of our ability to plan for it. In this regard, Brett is adept at bringing together investment and insurance planning to the full benefit of you and your family.

Beyond his desire to bring you financial independence, Brett's other great passion is golf. His talent for the game almost led him down the road to becoming a golf pro, but the call of the financial world was too great a call to ignore. He still however loves a good round of golf, as well as being actively involved in his community.

When you are looking for more than simply someone selling you a product, and want a solution that meets your specific needs, give Brett a call.

"Know what you own, and know why you own it." – Peter Lynch


Insurance products available through Brett Curtis


Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.