Curt began his financial career shortly after he was honorably discharged from the United States Navy. Before his legitimacy in the investment world, Curt became an insurance agent which raised his curiosity to how and why certain insurance products made sense to certain people. After developing a significant book of business and knowing that insurance is only a small factor to a truly diversified and well thought out portfolio, Curt had decided to better himself so that he could show more value to his current and future clients. Curt entered into the investment world so he is able to give thorough financial advise.
As President and Chief Investment Officer of Woodland Park Wealth Management, Curt holds;
- Series 65 Securities License
- Texas Life and Health Insurance License
- Industry designations to include;
- Certified Fund Specialist
- Certified Income Specialist
- Certified Annuity Specialist
Curt is dedicated to bringing integrity to the financial planning world. With his specialty being retirement planning and he having many more years left in the work force than the majority of his clients, Curt looks forward to seeing all of his clients through their retirement years and being there every step of the way.