Curt always knew he would be a CPA and dreamed of becoming a firm partner since he first started working at an accounting firm while attending high school. He methodically molded his experiences with many business executives and in numerous industries to round out his educational accomplishments. Curt also obtained his securities, investment advisory and insurance licenses for independent life, accident, long-term care and health insurance. Having exceeded his professional dreams, Curt currently applies that same passion and commitment to helping his clients achieve their business and personal financial goals in life.
Writings appeared in Worcester Business Journal, Cape Business Magazine, and Worcester Telegram
Holds securities, investment advisory, and insurance licenses
Regular speaker on tax, accounting and, business issues facing small business owners, including frequent guest expert at Interise Accounting and Financial curriculum