My Team

Clients of Curtis Estes entrust him to help accomplish their goals and achieve their dreams through sound, strategic financial and life planning. Curtis has partnered with like-minded colleagues and professional staff to ensure the delight of his clients at every interaction.

My Colleague

Kaye Steck

Juan Sebastian Baron, CFP®, CLU®, ChFC®

Managing Director
Office 310-903-5055

My Team


Eugenie Elizabeth Gleeson

Office 213-243-7000
Sarah Nodelman

Sarah Nodelman

Associate Financial Representative
Office 213-243-7000

Thomas Harrits

Office 310-903-5050
Nathaniel Smith

Nathaniel Smith, CFP®

Associate Wealth Management Advisor
Office 213-243-7086
Curtis R Estes

Curtis R Estes, CFP®, CLU®, ChFC®

Wealth Management Advisor


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