Curt Gupton

Curt is a member of the Financial Planning team and works with the advisors to assist in any way possible. He currently works on developing financial plans for the younger generation, including our clients’ children. His focus is creating structured plans that strive to help accomplish their financial goals, while also assisting through key transition periods.

As the technology specialist in the Financial Planning department, Curt creates personalized wealth management sites for each client, keeps them updated with the ever-changing events in life, and maps out various scenarios that seek to give clients the confidence for retirement.

Curt has always been an active part of the athletic community from playing in the Alexandria basketball league to being an assistant coach for his brother’s travel basketball and baseball teams. He is (unfortunately) a die-hard DC sports fan and never misses watching a Georgia football game on TV or in person.