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.