Curt Burris

Curt Burris has a strong background in client relationship management, with experience at various companies such as The Newport Group, AEGON-CLARK CONSULTING, FIDELITY INVESTMENTS, and CPR100. Curt'sroles have included managing and developing teams, cultivating client relationships, providing education and support on retirement plans and regulations, and relocating client service operations successfully. Curt has worked with a range of clients, from start-ups to those with assets up to $800 million.

Curt Burris earned a Bachelor of Business Administration in Finance from Stephen F. Austin State University in 1995. Curt then went on to complete a Master of Business Administration with a Corporate Finance Specialization from The University of Dallas in 1999.