Background and Expertise

Curt joined Northwestern Mutual as a fulltime financial advisor in 1989. In this time he has built a wealth management team that focuses on building long-term relationships based on integrity, knowledge, and commitment. Curt’s overall goal is to help people build and enjoy prosperous lives.

Personal

Curt grew up in Iowa and has been a resident of California since 1986. He and wife, Renee, reside in Dana Point and have one child, Cole (13). Outside of the office, he and his family enjoy playing tennis, mountain biking, skiing and visiting extended family in the Midwest.

Education

• Bachelor of Science in Business Marketing from the W.P. Carey School of Business at Arizona State University

Designations

• FINRA Series 6,7,26,63,65
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Life, Health, Long Term Care, Variable Life and Variable Annuity Insurance Licenses

Background and Expertise

Brian joined Northwestern Mutual in 2001 as a Wealth Management Advisor. In this time, he has built a wealth management team that regularly achieves the highest honors across the financial services industry. Brian focuses on building long-term relationships based on integrity, knowledge, and commitment. Brian’s overall goal is to help people define, build, and enjoy prosperous lives.

Personal

Brian resides in San Clemente, CA with his wife Sara and their 4 children, Chase, Carson, Bray and Tessa. He coaches multiple youth sports teams and can be found on the local mountain biking trails, in the ocean or hanging with his family during his spare time. Brian was a 4-year letter winner for the Arizona State football team and passionately supports the Sun Devils.

Education

• Bachelor of Science: Public Administration, Management & Policy University of Arizona

Designations

• Chartered Financial Analyst (CFA®)
• FINRA Series 7, Series 66
• California Life, Health, Long Term Care, Variable Life and Variable Annuity Insurance Licenses

Background and Expertise

Adam joined CG Financial in 2015 as the Director of Portfolio Research and Advisory and has been with Northwestern Mutual for nearly 8 years. Adam’s role is portfolio construction and analysis; he provides investment and insurance guidance and service to all CG Financial clients. He has been a CFA® Charterholder since August 2021. He works extensively with clients to manage the risks and returns of their investments.

Personal

Adam was born and raised in Southern California. He and his wife Kayla have 1 son and plan on having additional children in the future. When he isn't in the office, Adam is hiking, climbing, camping, bodysurfing, shooting guns, watching movies, and reading as often as he can.

Education

• Bachelor of Arts Degree in Business Marketing California State University Fullerton

Designations

• FINRA Series 63 and 7
• Life, Health, Variable Life and Variable Annuity Licenses

Background and Expertise

Joy joined Curt’s team in 2004 as the primary contact for investment client services and portfolio maintenance. As Director of Investment Operations, Joy is responsible for the account opening and providing investment service to clients for all their planning needs. With nearly 18 years of experience, Joy will provide you with the highest level of service and commitment.

Personal

Joy lives in Orange County with her husband, Doug. She has 2 sons, Colin (13) and Nolan (10) who keep her busy playing multiple sports. When she is not on a field or court she loves traveling, working out, hiking, reading and spending time with family and friends.