Curtis is CEO/Wealth Advisor at Blue Harbor Wealth Management, Curtis leads the firm’s strategic direction while helping clients build tailored investment portfolios designed to support their long‑term goals. With 18 years of experience in financial services, he works with individuals, business owners, and families across the full spectrum of financial planning, from investment management to legacy and estate strategies.
What draws Curtis most to this work is the planning that happens at the end of the wealth-building journey. Estate planning, in particular, offers a level of creativity and intentionality that he finds genuinely compelling. Structuring how assets move to the next generation isn't only a financial exercise; it reflects a client's values, priorities, and the relationships they've spent a lifetime cultivating. Curtis finds that dimension of the work as meaningful as the technical side.
Curtis is a member of the Chicago Estate Planning Council and holds a degree from Indiana University.