Curtis is the founder of S&A Financial Services, Inc. Curtis began his career over 30 years ago in the financial planning field. Curtis is a Certified Financial Planner who has specialised in working with individuals in higher education. After spending 18 years with a national insurance company designing and implementing retirement plans in the 403(b) field, he started his own company to bring independent services to his clients. Curtis incorporated S&A Financial Services, Inc. in 1993 and filed as a Registered Investment Advisory (RIA) firm. His vision of providing professional, objective, and personalised financial guidance remains alive today, with clients across the country.
Curtis and his wife, Debbie, have been married for over 40 years and have two sons, one of which works for S&A Financial Services, Inc. Curtis and his wife have resided in the Kansas City metro area since 1974. Curtis is an avid outdoorsman, and he and Debbie enjoy spending time at their second home in Scottsdale, AZ. and travelling to new destinations together. They also enjoy spending time with their four grandchildren.
Curtis is currently retired but still works closely with the firm in a consultative role.