Wealth Planning Director
Curtis serves as the primary Wealth Planning Director for firm Principal, Michael Sluhan and Wealth Consultant, Quint Hogrefe. He works directly with them to strive towards providing their clients the highest quality service throughout the entire wealth planning process. This includes preparing the POD Wealth Consultants for meetings, creating investment paperwork, continually updating the client's information, as well as many other things throughout the planning process.
Prior to joining Genex Consulting Curtis worked at Severin Investments as an assistant portfolio manager where he did market research, executed trades, and ran performance numbers. He also provided services to clients through portfolio reviews and educated them with any questions they had regarding their financial condition. Curtis prides himself on being an efficient team member who is always willing to learn and be flexible.
Curtis was born and raised in St. Louis, MO and still resides there to this day. He attended DePaul University in Chicago, Illinois, where he played soccer and began focusing on his studies for his career. When not working, he likes to spend his time socializing with his friends and family. Additionally, he loves following his favorite sports teams like Arsenal, the St. Louis Cardinals, and the St. Louis Blues.
Bachelor of Science, Finance & Economics - DePaul University (Magna Cum Laude)
Series 7 Securities Registration held by Private Client Services
Series 66 Securities Registration held by Private Client Services (Agent Only)