As a Partner at Curtis and Associates, Mike oversees all investment related decisions for the firm and for the clients they serve.  He regularly works with individuals, families and business owners to identify key financial goals and objectives for their wealth.  Mike enjoys working with clients to gain clarity around what they are aiming to achieve, then work closely with them to develop a dynamic plan to meet milestones and accomplish those financial goals.

 

As a youth, Mike was introduced to the stock market by his father who was an independent property and casualty agent and was fascinated by the ever-evolving dynamics of investing in the stock market.  Mike was hooked – he enjoyed the process of researching and identifying sustainable methods to find solid companies to invest in and monitor growth.  Fortunately, he has been able to build a career around this skillset and help clients expand what’s possible around their investment portfolio.

 

Mike is an alum of Kansas University, graduating with a business degree and later pursued an MBA so he could understand the financial elements behind how businesses operated.  In the same year as he graduated from KU with an undergrad, he also obtained his Life, Accident & Health license.  He spent time selling college plans and retirement plans for a firm in Denver before moving to Southern California to pursue building an automotive electronics company with a friend for a couple of years.  Mike moved back to Kansas and obtained his MBA, spent a few years building a marketing company, and then moved on his next career milestone as a Registered Rep for Investacorp, a Miami based broker-dealer.

​

In 1996, Mike joined Curtis & Associates as an Investment Advisor and in 2009 became a Partner with the firm.  He is an Investment Advisor Representative (IAR) and holds multiple licenses including Series 7 General Securities Representative, Series 24 General Securities Principal, and Life, Accident and Health.  Although Mike focuses on the investment side of a client’s portfolio, he is aware of how permanent life insurance and other benefits coverage can play a vital role in a client’s asset allocation and total net worth.  This contributes to the success of creating a holistic financial plan for clients of Curtis and Associates and also works well when collaborating with the professional advisors, both inside and outside of the firm.   

​

Outside of the office, you will find Mike spending time with his family and friends at a Kansas City Royals game or a Chiefs game.  You may also catch him on one of his favorite golf courses, which include Indian Hills Country Club and Prairie Dunes Country Club in Hutchinson, Kansas.