• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Curtis Congdon, CRPC®, CFP®

President ccongdon@laramayllc.com

People and ideas. My hope is that our work liberates clients from worry about money so they can focus on the people and ideas they care about most deeply. What that actually looks like is slowing down to talk about what you are doing with your money and why. What is all this work and saving building towards, and what ideally are you trying to create? We then see ourselves as advocates working on our client’s behalf to position their money and decision making so that it aligns with their ideal lifestyle.

I am a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. I studied finance at James Madison University and Georgetown University. I was honored to be nominated by my peers and included in the Northern Virginia Magazine’s Top Financial Professionals list in 2015, 2016, 2017, 2018 and 2019 for both Investment Planning and Retirement Planning. Outside of the office, I am blessed with an amazing family. My wife Jenn is a remarkable woman and great mother to our two children.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group. 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

People and ideas. My hope is that our work liberates clients from worry about money so they can focus on the people and ideas they care about most deeply. What that actually looks like is slowing down to talk about what you are doing with your money and why. What is all this work and saving building towards, and what ideally are you trying to create? We then see ourselves as advocates working on our client’s behalf to position their money and decision making so that it aligns with their ideal lifestyle.

I am a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. I studied finance at James Madison University and Georgetown University. I was honored to be nominated by my peers and included in the Northern Virginia Magazine’s Top Financial Professionals list in 2015, 2016, 2017, 2018 and 2019 for both Investment Planning and Retirement Planning. Outside of the office, I am blessed with an amazing family. My wife Jenn is a remarkable woman and great mother to our two children.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.