Curtis Cloke CLTC, LUTCF, RICP

I began my career in the financial services industry in 1987, and from the start, my heart was driven by a deep desire to serve my clients with excellence and integrity. In 1999, my mission expanded—from serving clients locally to helping individuals and training advisors across the nation and around the world. Since then, I’ve had the privilege of speaking on international stages, developing curriculum for The American College, and dedicating my work to being a “ferocious consumer advocate”. In March of 2025, I was blessed to be inducted into the Financial Hall of Fame with a Lifetime Achievement Award. My purpose is clear: to positively impact as many lives as possible through sound, trustworthy financial guidance—and to ensure every client walks away with advice they can truly rely on.