A team approach to your success.
Curtis R. Smith
CLU, CHFC, CFS
Ironically, a house fire was the catalyst for Curtis R. Smith’s introduction to the financial services business. Curtis and his wife lost everything they owned when their Kansas home burned to the ground. Focused on what was important in their lives, they decided to move back to Tulsa to be closer to family and friends.
They met with a financial advisor to safeguard their insurance proceeds while they determined their next steps. This individual would eventually recruit Curtis to work with him. “The career appealed to me because it would allow me to help people and make a difference in their lives, as our financial advisor had in ours,” says Curtis about the initial attraction to his line of work.
Today, Curtis’ practice serves the total needs of his clients – from wealth accumulation to protection strategies. Many of Curtis’ clients are professionals or business owners seeking to focus their financial planning as they approach retirement. “It’s incredibly rewarding to see the results of my work with clients come to fruition,” he beams, referring to clients whom he has helped guide to successful retirement.
Curtis strives to be accessible to his clients, and prides himself on the fact that many of his client relationships have grown into friendships over the years. “It has taken a long time, and I know I’ve had to earn that trust,” he says. “I live by doing the right thing for my clients: their overall financial wellbeing is my priority,” he adds.
Outside of work, Curtis can be found cheering on the Cowboys at Oklahoma State football games. He is actively involved with the Kirk of the Hills Presbyterian Church.
Curtis and his wife, Lynne, reside in Tulsa. They have three children.
Curtis Smith is a registered representative of and offers securities, financial planning and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory address: 1300 N Walker, Suite 200, Oklahoma City, OK 73103. Phone (405)486-1400. AR insurance License #350847. Catalyst Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2018 Advisor Launchpad.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Catalyst is not a subsidiary of MML Investors Services, or its affiliated companies. Supervisory Office 1300 North Walker Ave, Suite 200, Oklahoma City, OK 73103