As Partner and President at Curtis and Associates, Jeff oversees all lines of business for the firm, while frequently meeting with clients and professional advisors.  He enjoys helping to identify key financial goals and objectives for the individuals, families and business owners that the firm serves.  Jeff thrives in working closely with clients as a guide to develop, implement and monitor a dynamic plan around the multiple branches that relate to their financial well-being

 

Growing up in a family-owned business, Jeff admired the fact that his father could run a business, yet still be available to coach his football team.  He spent time working in his father’s office, where he was taught how to establish a strong work ethic in business while also prioritizing family and remaining available to those who are most important in life.  Jeff took this concept and built it into his personal life and professional career, allowing him to coach and educate clients with a boutique approach, while still remaining active with his family. 

 

After graduating from Kansas University, Jeff joined the financial services industry in 1989, starting his professional career with Mutual of New York where he was trained in the life insurance industry.  Jeff quickly learned that when working with clients and professional advisors, every situation is unique.  He wanted the flexibility and opportunity to find the right products for the right circumstances at the right time and decided to pursue his career as an independent agent.

 

In 1991, Jeff joined Cohen & Curtis, a pension-focused firm where his father was a partner. In 1995, the firm sold off the pension side of the business and evolved into Curtis & Associates, where Jeff was a partner.  Throughout the years, the firm has shifted and expanded their lines of service to include life insurance, employee benefits, investment advisory, and they most recently added property and casualty in 2014.  Jeff currently holds multiple licenses including Series 6, 63, 65 and life and health, in addition to Certified Financial Fiduciary (CFF).  He views his partnerships with clients as a method to guide and educate them around what is available and find an opportunity to provide a solution for the problems business owners and successful families face. 

 

Outside of the office, you will find Jeff watching Kansas University basketball and KC Royals baseball.  Jeff enjoys spending time with his wife, three kids and two dogs and plays golf in his spare time.  He also enjoys scuba diving in exotic locations, and you may find him creating beautiful outdoor environments through landscaping and gardening around his home.