Meet Your Financial Advisor: Curtis Stephens

Credentials: Series 7, Series 65

 

Curtis Stephens manages the Bethalto, Illinois office.  He is a dedicated father of his 12-year-old daughter and spends time supporting his church and continual education.

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Before beginning in the financial services industry, Curtis developed a wealth of real-life experiences within the Inland River Transportation system, Medical, Behavioral Health, and Insurance industries.  During these times of working down-to-earth type jobs, Curtis developed keen relationship-building skills and a great understanding of risk management.

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Curtis is a comprehensive financial professional dedicated to serving and helping you on your path to financial freedom!  His unique approach provides methods to identify opportunities for his clients to see actual and potential risks in their finances.

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