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Josh  Curtis

Josh Curtis

Strategic Business Partner

Joshua Curtis is a native of Columbus, Nebraska and has been serving clients since 2011. Josh is committed to helping clients simplify their lives and discover freedom by implementing timeless financial principles. 

An innovator at heart, Josh leverages his unique perspective to help clients reach their financial goals. He is the creator of the Portfolio Waterfall, a strategy that is transforming the way people take retirement income. He has been a featured speaker on this topic at a variety of industry events. Josh is involved in several industry organizations including Financial Services Professionals Organization and the National Association of Insurance and Financial Advisors. He is a qualifying top-of-the-table member of the Million Dollar Round Table organization which represents an elite group of advisors around the world. 

Josh currently resides in Lincoln, Nebraska with his wife Stephanie and their two children - Noah and Adelynn. Away from the office, Josh loves attending their children’s events and outdoor adventures with the family.