Senior Wealth Strategist, Institutional Retirement Plan Services
Curtis has over 19 years of financial service experience. He works with clients in all areas of retirement planning including investment management, income planning, insurance solutions and risk management. Curtis’s background includes time as a sales manager for a national insurance company. Curtis started The Pension & Retirement Group in 2005 and specializes in 401k plan design and service. Curtis also provides financial wellness classes for all retirement plans he services. The Pension & Retirement Group is certified MBE (Minority Owned Business) &; VOSB (veteran owned small business).
Curtis is heavily involved with the small minority owned businesses and has received the award for helping MBE’s (Minority Business Enterprise). Curtis is a Columbus Ohio native, earning his degree in Business Administration. Curtis is an active member of his church
volunteering in the soup kitchen every Friday. He has been coaching AAU basketball for 15 years. Curtis especially enjoys serving our nation’s military veterans, as well as serving veterans in a variety of volunteer capacities.