Curtis believes passionately that every financial decision should pass the “common sense” test, so clients can move forward with confidence towards their goals. For this reason, he works almost as hard at communicating financial concepts in a straightforward, intuitive manner as he does crafting financial strategies to begin with. By stripping out the jargon, meeting clients where they are, and never talking down to them, Curtis strives to create financial plans that are as practical as they are intelligent.

His career in the financial industry began over 20 years when he was introduced to personal financial planning by one of the first CERTIFIED FINANCIAL PLANNER™ practitioners in the US, and he quickly developed a passion for the profession. Since then, he has been mentored by two veteran CFPs, written hundreds of financial plans and analyses, and served many high-net-worth families in the process of reaching their financial goals.

Today Curtis serves high-net-worth clients in all areas of the wealth management process, including investments, retirement planning, income taxes, estate planning, executive compensation, and risk management.

In his free time, Curtis enjoys traveling, supporting Atlanta United and the Braves, and staying as active as possible. He attends Trinity Anglican Church and supports local organizations such as the Covenant House of Georgia.

• Education, Designations, Licensures:
• Bob Jones University – Bachelor of Science
• Southern Wesleyan University – MBA
• CERTIFIED FINANCIAL PLANNER™ certification

As a Client Service Manager, Gabby focuses primarily on providing a “white glove” client experience as she acts as a liaison between the financial institutions and our clients. In this vital role, Gabby facilitates a wide range of client needs, including onboarding, account maintenance, client scheduling, money movements, and more.

Gabby’s commitment to excellence, proficiency in technology tools, and dedication to serving her clients makes her a valuable asset to Symphony Wealth. “Each client that I work with can expect to be treated with respect and know that I will perform to the best of my ability each day throughout the entirety of our relationship.”

Gabby attended Georgia State University and is a big supporter of the Braves baseball team. For the past three years, she has volunteered at the Shepherd Center Derby Day which is a fundraising event for their Recreation Therapy Program. When she’s not working, Gabby enjoys traveling and working on home improvement projects.