Client Services Associate
Years of experience: 1+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Series 7 registration held with LPL Financial, Series 66 registration held with LPL Financial and Global Retirement Partners
Education: University of Georgia, B.A., Finance
Areas of Expertise: Financial Planning with a focus on Millennials
Speaking Topics: Millennials and Starting to Save Early
Curt is the newest member of the Financial Planning team at 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.
Fun Fact: Curt is part of the incredibly rare group of people that do not like chocolate and is the only one at WFG.
Personal Information: 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.