Jordan Curtis

Founder

Phone: 702-720-3551
Email: Jordan@CurtisWM.com 

Growing up, my father would often share the quote, “Don’t work for money. Let money work for you.” I have learned the power of this quote in my 16 years in the financial services industry.

I believe that a well-crafted, comprehensive financial plan will allow clients the ability to maximize the potential of their hard earned money.

Helping clients discover solutions that will help them reach their financial goals is at the heart of what I do. I research strategies that I believe will best support my clients unique goals and craft comprehensive financial plans based on what I find. I love simplifying financial complexities and educating clients on appropriate financial strategies, so they can spend less time being concerned about their money, and more time on other important priorities in their lives.

I received my B.S. in economics from the University of Utah and went on to receive my M.S. in personal financial planning from Kansas State University. I spent 16 years working with two of the nation’s largest financial firms. I was able to hold various roles including equity trader, fixed-income trader and wealth manager. Most recently, I managed the financial planning and investment process for over 450 high net worth individuals and families, managing $600 million dollars in assets.

Outside of the office, I love spending time outdoors with my family. Together we enjoy off-roading, spending time at the lake, biking, being at our family cabin in Southern Utah and visiting the national parks.

Bob Helgeland

Wealth Management Advisor

Bob Helgeland, Wealth Management Advisor at Curtis Wealth Management, has 24 years of financial planning experience. Bob graduated from the University of Northern Colorado with a B.S. in Business Finance. He also holds the CFP® professional designation since 2006.

Bob has worked with thousands of clients over his financial planning career. His work with clients in the educational arena, business owners, doctors and entrepreneurs has allowed Bob to develop a skillset to benefit many clients. He approaches each client with an eagerness to learn who they are, what is important to them, and what they can do to protect themselves and their families. Bob recognizes that each client is unique and deserves a plan to match those unique goals.

Outside of the workplace Bob enjoys spending time with his wife, 4 kids and 6 grandkids. He likes golf, skiing, and reading.

Lacey Curtis

Executive Assistant

Lacey’s amazing personality and passion for organization and communication, makes her a perfect fit for Curtis Wealth Management’s Executive Assistant role. She helps manage the calendar, documentation, and files for the practice.

Educated and trained as a Radiology Technician, Lacey understands the importance of detail, organization, documentation and the care of client (patient).

Outside of the office, Lacey is very active in volunteer work for her local church and her daughters school. She is an avid BYU football fan and will travel the country to watch her team play. Lacey also loves to run. She recently made and accomplished the goal to run 12 half marathons in a given year.