Personal Wealth Advisor / Investment Committee Member / Co-Founder

Curtis began his career in 1996 and spent 8 years at Fidelity Investments where he worked as an Investment Consultant, Manager of Client Services, and Operations Manager for Portfolio Advisory Services.  Curtis joined Charles Schwab in 2004 as the Branch Manager of the Santa Fe, NM office and later moved to his hometown of Phoenix, AZ where he joined Schwab Private Client as a Private Client Consultant, overseeing a portfolio of over $100 million in client assets.  Curtis later relocated to Utah and spent 8 more years in a Vice President and Financial Consultant role for Charles Schwab & Co. in their Provo, UT office.  While in Provo, Curtis provided financial guidance and advice to more than 450 clients and helped grow the business to almost 100M in assets under management.  Curtis has enjoyed being a part of a Registered Investment Advisory firm.  The independence has given Curtis, and his team, the freedom to give clients the attention they expect, and deserve.  Curtis and team has helped numerous clients transition wealth from one generation to another working closely with clients CPA’s and attorney’s to help families transition their wealth.  Curtis also holds his Life & Heath insurance license and is the manager for Narus Insurance Agency, LLC, providing life insurance solutions and fixed annuities to clients that are lacking in estate benefits and lifetime income streams.  Additionally, Curtis serves as the college planning expert for Narus Financial Partners and takes pride in helping families plan for higher education by guiding them through the college selection process, helping them find available money from grants, loans, and scholarships, and identifying the most effective way to save for college expenses.

Education and Certificates

  • Bachelor of Arts degree in 1994 from Brigham Young University in Provo, UT
  • Master of Business Administration in Finance in 2001 from Westminster College in Salt Lake City, UT.

The Personal Side

Curtis and his wife Traci have four children and currently reside in Draper, UT.  Curtis is an avid sports fanatic enjoying most any sport: both indoor and outdoor, warm weather or cold.   Curtis loves the outdoors and enjoys skiing, mountain biking and golfing.  Additionally, three years ago Curtis picked up cycling.  Shortly after starting his new hobby he learned he could help raise money for health concerns by participating in cycling events.  Curtis’ favorite event is participating in the Huntsman 140, an annual cycling event to raise money for the Huntsman Cancer Institute for cancer research.  Curtis really enjoys teaching and coaching as well. He coached as a head coach for youth basketball for five years and as an assistant football coach for two.  Curtis also enjoys reading books on business and leadership.  Curtis is also fluent in Spanish.

Want to Learn More about Narus Financial Partners?

Click here to access the IAPD Adviser Search and learn more about Curtis and the rest of our Investment Advisors.

About the Investment Adviser Public Disclosure (IAPD) system:  IAPD provides information about current and certain former Investment Adviser Representatives, Investment Adviser firms registered with the SEC and/or state securities regulators, and Exempt Reporting Advisers that file reports with the SEC and/or state securities regulators. IAPD also provides links to FINRA’s BrokerCheck system which contains information about Brokerage firms and Registered Representatives of Brokerage firms.

Connect With Curtis:
Connect With Curtis: