Curtis Cottle

Curtis is the founder of his firm, starting as a one-man operation focused solely on Medicare services and transforming it into a comprehensive financial firm with a team of 15 full-time employees. From the beginning, he’s been driven by a passion for financial education — empowering clients to understand and take control of their financial futures through clear, actionable guidance. Whether it’s retirement planning, wealth management, or tax efficiency, he’s committed to helping clients make informed decisions that align with their goals.

Curtis’s leadership style blends creativity with strategic thinking, fostering a culture of forward-thinking solutions that set the firm apart in the financial services space. Outside of work, he’s deeply committed to health and wellness, finding balance through outdoor activities and spending time with his family. His passion for personal growth fuels his unique approach to problem-solving— always looking beyond the obvious to uncover new opportunities for success.