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Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients as that of a "personal CFO." He joins Lara, Shull & May after four years experience at Ameriprise Financial's Washington DC/Baltimore market group, where he was a top advisor, advisor coach, career development conference qualifier and Mercury award winner.
Working with successful individuals and families who seek personalized financial advice, clients consider Curtis a "trusted resource" and appreciate his disciplined approach to providing customized solutions to meet their unique needs.
Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at LSM, he strives to ensure that he consistently provides sound guidance in financial, retirement, college education, business and investment planning.
A graduate of James Madison University with a B.B.A. Business and concentration in finance, Curtis currently holds the Series 7, Series 66, Life and Health Insurance licenses and is a Chartered Retirement Planning Counselor ("CRPC").
Curtis is a native of Great Barrington, Massachusetts with strong ties to the Berkshires and greater Washington DC area. Curtis lives with his wife Jennifer and their Beagle, Kylie, in Centreville, VA. He enjoys golfing, skiing, volunteering and staying active in church and community.
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