Connect with Brian:

As a Senior Wealth Advisor, a Certified Financial Planner™ professional (CFP®), and a Chartered Financial Consultant™ (ChFC®) Brian Curtis is passionate about building lasting relationships with his clients by identifying their unique individual financial goals. Brian also believes in continuous education for his clients; this way, they always understand their retirement path and strategies that are unique to their personal financial plan.

After graduating from the University of Kentucky as a Finance major, Brian spent the next decade serving in investment, private banking, and wealth management roles with major firms including Fidelity Investments, JP Morgan Chase, and TIAA-CREF. With his diverse experience and deep understanding of individual and institutional retirement planning, Brian is able help his clients break down a broad range of complex concepts into easy-to-understand terms and practical applications.

In his spare time, Brian enjoys spending time outdoors with his fiancé, Meredith, and their two dogs, Keebler and Bernie. He is active with his family and enjoys spending time at their farm, where he enjoys hiking, rock climbing, and canoeing. Also, one of Brian’s unique hobbies is hand-stitching custom hats for his friends and family.

Send Brian a Message

  • Hidden
  • This field is for validation purposes and should be left unchanged.