Curtis joined Ambassador Advisors in September of 2012, after more than 4 years with a major national securities firm. He partners with and provides customized solutions for individuals, families and business owners in the areas of building, enjoying, protecting and transferring their wealth.
Family & Hobbies
Curtis loves getting outside spending time with his family whether running, hiking or cycling. A lifelong sports enthusiast, Curtis also enjoys following Philadelphia Sports teams, especially the Flyers.
Education & Experience
Curtis’ background includes 3 years as a missionary in Northern Europe and 7 years directing a nonprofit after school youth center. Curtis is a graduate of Hesston College with an Associate’s Degree in Liberal Arts and Eastern Mennonite University with a Bachelors’ of Science in Sociology. Curtis also earned a Masters in Business Administration from Eastern University.
Curtis is active in his local running community and stays active in the life of his Church.
Why I like working at Ambassador Advisors …
Colleagues that share the same passion for God and work make a stable and healthy work environment.
Favorite Verse & Quote
“But those who trust in the Lord will find new strength. They will soar high on wings like eagles. They will run and not grow weary. They will walk and not faint.” Isaiah 40:31
Check the background of this Investment Professional
Learn with your friends!
Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.
• Why should we not fear?
• What can we learn from history?
• What does the Bible say about the future?
• What principles transcend economic conditions?
• What resources can help right now?
The Tax Cuts and Jobs Act went into effect in 2018. The recent CARES ACT was passed in 2020. Their passing by Congress marks the most sweeping tax code overhaul in decades. Some experts suggest the significant changes could impact America's finances in many ways. Hear from professionals to determine how your financial plan for retirement, your children's college savings, and your tried-and-true strategies for charitable giving may be affected. Wise choices in light of this new legislation can help maximize your charitable giving and bless your family in the future. The rules have changed, but the principles of stewarding our financial gifts from the Lord remain the same.
A stewardship-centered planning process helps to focus on the eternal, instead of the temporal. By making good financial decisions, all of which are faith decisions, you can achieve proper balance. Everyone is asking three fundamental questions when they look at money:
• Who owns it?
• What are the finish lines? (How much is enough?)
• Is the next steward chosen and prepared?
As you plan your life, you must decide how to steward your finances. This seminar will direct you how to ask and answer the right questions when it comes to using money as a tool, a test, and a testimony.
This introduction to Biblically Responsibly Investing will explain the term 'fiduciary' and present a helpful overview of basics such as equities, fixed income, and risk diversification. While a large variety of investing opportunities known as 'responsible' exist, some may not align with your faith and values. Socially responsible investing, environmentally responsible investing, governance investing, and others may still support companies and causes you wouldn't be proud to own. In this seminar, we will explore how BRI is fundamentally different.
This practical seminar dispels 15 common financial misunderstandings among families at every point on the spectrum of planning. From young people starting out to mid-career adults with family responsibilities, as well as those approaching retirement or already retired, you will learn timeless truths about college and retirement savings, investments, risk, insurance, estate planning, charitable giving, and more.
Ambassador Advisors offers educational opportunities on many topics, for any group. Want to learn about how the COVID-19 pandemic is affecting the financial markets and your retirement savings? Need help planning for retirement and college savings? Looking for the best ways to financially support charities and your church, while also leaving a legacy for family? We can help!