Q: What is Curt’s professional background?
A: Curt is a CERTIFIED FINANCIAL PLANNER™ professional with a unique and diverse background. Before transitioning into financial planning full time in 2013, he spent 18 years as a corporate executive with Caterpillar, where he held roles in inventory management, project management, commercial management, operations management, purchasing, and business development. He also owned and operated a Subway franchise for over a decade, giving him firsthand entrepreneurial experience.
Q: What is Curt’s educational background?
A: Curt earned his BS, MS, and PhD in Industrial Engineering from the University of Illinois, where he spent nine years completing his education. During that time, he remained active in athletics and participated in numerous intramural championship teams.
Q: What inspired Curt to become a financial planner?
A: Curt has long been fascinated by personal finance. Around 2000, he began exploring the idea of launching a financial planning firm focused on helping families achieve their life goals. In mid-2011, he began taking concrete steps toward that vision and transitioned to financial planning full time in 2013.
Q: Who does Curt typically serve?
A: Curt works with families, corporate executives, and entrepreneurs who want a comprehensive financial plan in place to help them reach their life goals. His background in corporate leadership and business ownership allows him to bring practical, real-world insight to the planning process.
Q: What experience does Curt bring to his clients?
A: In his first year as a full-time financial planner, Curt managed over $100 million in portfolio assets and developed and administered financial plans for more than 50 families in Naperville and the surrounding area. His diverse professional and personal experiences — including living and working internationally — allow him to offer guidance across a wide range of financial topics.
Q: Where has Curt lived and worked?
A: Curt was born in Orlando, Florida and has lived in more than twenty different locations throughout his life. He has lived in Peoria, Chicago, and Denver, as well as internationally in Dubai, United Arab Emirates, and Brussels, Belgium. His global experience has shaped his perspective and ability to work with individuals from diverse cultures and backgrounds.
Q: What is Curt like outside of work?
A: Curt is a husband and father of three. He is an avid outdoorsman and has been a competitive fisherman for over 15 years. He’s also an enthusiastic golfer with several sub-80 rounds, has coached youth sports for years, and enjoys swimming, biking, running, and participating in sprint-distance triathlons.
Q: How does Curt’s faith influence his life and work?
A: On October 22, 2015, Curt accepted Jesus Christ as his personal Savior. Since then, he has dedicated significant time and energy to growing in his Christian faith and seeking to honor and glorify God in all aspects of his life, including his professional work.
Designations and Affiliations
