Curtis Smith
Partner
Ironically, a house fire was the catalyst for Curtis’ 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. “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 or boating and relaxing on Grand Lake. Curtis and his wife, Lynne, reside in Tulsa. They are members of Asbury United Methodist Church. They have three children and 2 grandchildren.
