Through Curtis’s membership with the Nautilus Group, a service of New York Life, he works hand in hand with the in-house team of specialists in tax, law, life insurance, accounting, and charitable giving. Membership is limited exclusively to the company's agents.  His planning process allows our local team to get to know you and your dreams; for family, business, and community legacy. Then, Curtis works with our professional team to design a customized plan that meets your objectives.

The Nautilus Group does not provide tax, legal or accounting advice.