Your Team

Curtis H. Parry Jr. CFP®, CLU®, ChFC®, RICP®, WMCP®, CASL®

Founder and CEO

What makes Curtis Unique is although most clients know him in a suit, you would never see him like that in his natural habitat. You can find him most often very casually dressed, most likely not wearing shoes, in the water, exploring, and enjoying Florida. He loves to travel with his wife, Trish, and their 3 kids Jude, Presley, and Ash. His “no shoes required” lifestyle exceptions are church, golf and exercise….and if he could do those barefoot, he would. He lived in Hawaii for 5 years, so you may catch him giving his signature “shaka”.

Mobile: 813-508-1668