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Our Leadership
Curtis J. Reed, CFP®


Founder – Wealth Advisor

Curtis has just one goal for his clients – the freedom to enjoy everything they’ve worked so hard to earn. By helping coordinate their finances and relieving the burden of managing it all, he strives to help people from all walks of life achieve the financial futures they’ve imagined.

A desire to help people brought Curtis to the advisory services industry in 1995. He earned a Bachelor of Science degree in Finance from Missouri State University. Curtis is a CFP®, Certified Financial Planner Professional and has held select leadership positions with large investment firms over the past 20 years.

Curtis lives in Upper Arlington, Ohio with his wife Jo Ann and their three children; Zander, Elle, and Vance. Curtis enjoys spending free time on the golf course in the Summer and at the ice rink during Winter.

Who We Are

What We Do

Own Your Future

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