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Curt is a member of the Financial Planning team at HUB Retirement and Wealth Management (formerly Washington Financial Group), working under the advisors to assist in any way possible. Curt is working on obtaining his CFP, and is currently in the process of developing financial plans specifically for the Millennial generation, including clients’ children. As the technology specialist in the Financial Planning department, Curt creates personalized wealth management sites for each client, keeps them updated with the ever-changing events in life, and maps out various scenarios to give clients the confidence for retirement.
Curt has always been an active part of the athletic community from playing in the Alexandria basketball league to being an assistant coach for his brother’s travel basketball and baseball teams. He is (unfortunately) a die-hard DC sports fan and never misses watching a Georgia football game on TV or in person.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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