Curtis, with his CFA designation, MBA, and experience as both a Securities Analyst at Merrill Lynch and the Regional Director of Investments for Lincoln Financial Advisors, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a unique understanding of the needs of the business owner.
Over the years, Curtis and David have applied their in-depth, holistic approach to help their trusted clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice.
