YOUR BUSINESS AUTHORITY
Springfield, MO
YOUR BUSINESS AUTHORITY
Springfield, MO
As a financial adviser for Edward Jones Investments, Chris Curtis works with investors and business owners on financial planning endeavors such as retirement plans, college-savings strategies and tax-advantaged investment solutions.
What’s most important to Curtis, however, is having personal relationships and trust with his clients.
“I have clients who call and ask me to change a light bulb on my way home or to find out what kind of car they can buy,” he said. “They rely on us for so much beyond investment advice.
Curtis said that his down-to-earth attitude is largely inspired by Warren Buffett, who once said that quality of life is not related to cost of living.
“Warren has lived in the Midwest his entire life,” Curtis said. “He is also worth more than any investor on Wall Street.”
Curtis works to improve quality of life in the Ozarks by giving his time to Court Appointed Special Advocates and the Regional Girls Shelter. He’s also involved with the Springfield Area Chamber of Commerce and its Small Business Council.
He’s also busy pursuing his professional goals. Namely he is working toward his Certified Financial Planner designation at Boston University, and once that’s finished, he’ll pursue a Master of Business Administration at Washington University in St. Louis.
He’ll also continue to build his client base.
“I try to add about four to five families to our office per month,” he said. “We don’t wish to have thousands of clients, but very good relationships with the ones we work with.”
Curtis, a Springfield native, is not married, but he recently adopted Midas, an energetic puppy.
“I could swear he eats five pounds of sugar right before I get home,” Curtis said. “He runs at 100 miles per hour while jumping in the air.”
Stats
Position: Financial Adviser, Edward Jones Investments
Age: 25
Favorite professional sports team: St. Louis Cardinals
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