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My Team

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.

Curtis Estes headshot

Curtis R EstesCFP®, CLU®, ChFC®

Wealth Management Advisor

Jason Melton headshot

Jason Melton

Director of Client Service and Scheduling

Eugenie Gleeson headshot

Eugenie Elizabeth Gleeson

Nathaniel Smith headshot

Nathaniel SmithCFP®

Associate Wealth Management Advisor

My Colleague

Juan Sebastian Baron headshot

Juan Sebastian BaronCFP®, CLU®, ChFC®

Managing Director