Curtis Allen is a certified public accountant and financial analyst with a passion for helping clients achieve their financial goals. With a Bachelor's degree and an MBA in Accounting from SUNY Oswego, Curtis started his career at the Defense Contract Audit Agency, where he audited multi-billion dollar defense contractors. From there, he turned his attention to the investment industry, opening his investment-advice practice in 2013, where he has helped many individuals and businesses develop tax-efficient investment strategies.

With his diverse background in tax, accounting, finance, and investments, Curtis has a unique understanding of complex topics and is continually seeking new challenges to expand his knowledge. He is also proud to serve as the Chief Financial Officer and Partner at Phoenix Capital Group Holdings, LLC.

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