Curtis has over 10 years’ experience in financial services with an emphasis on investment analysis. As a CPA, Curtis has a range of experiences from his private tax-practice to auditing billion-dollar defense contractors. He has also spent over 7 years managing investments for personal and corporate clients. He holds series 7 and 66 licenses and has passed the CFA level I.
At Phoenix Capital Group, Curtis is responsible for all accounting and finance functions, along with a multitude of day to day operational tasks. Alongside Lindsey and Kris, Curtis serves in a critical leadership role within the business and is always leading by example.
Curtis is married with two beautiful children and in his free time, he enjoys the outdoors. When he is not playing beach volleyball with his wife, he enjoys riding bikes and being outdoors with the entire family. More recently, much of his free time is spent with their one-year-old daughter, who in January 2020 was diagnosed with high-risk Neuroblastoma. His Phoenix family has been incredibly accommodating to this unpredictable and unknown world and has even donated money to help fight childhood cancers.