Curtis Congdon, CFP®, CRPC®
President

Education & Philanthropy
Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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