Curtis Allen

Chief Financial Officer, Partner

Curtis brings over a decade of experience in financial services with an emphasis on investment analysis. As a CPA, Curtis has a range of experiences from private taxes to auditing billion-dollar defense contractors. He has also spent over 7 years managing investments for personal and corporate clients. He has held series 7 and 66 licenses and has passed the CFA level I.

In his role at Phoenix Capital Group, Curtis oversees all accounting and finance functions, along with a multitude of day to day operational tasks.

Beyond his professional life, Curtis is a family man, married with two beautiful children. In his free time, he enjoys outdoor activities, whether playing beach volleyball with his wife or riding bikes with the entire family.

Lindsey Wilson
Kris Woods