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Krietzberg Fincial Group (KFG)

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Krietzberg Fincial Group (KFG)

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Together, Curtis and David bring a wealth of consultative and financial decision- making experience to their practice.

"For years, we have had parallel careers, until we decided to come together to enhance our clients' experience," David says. He began his career consulting and advising as a corporate banker for middle market companies. Business owners would seek his counsel when looking for the best ways to finance the growth of their businesses. "I thoroughly enjoyed working closely with business owners to help them make important financial decisions that positively affected their futures," says David. This skill set was easily translated to the individual client when David transitioned to Morgan Stanley as a Wealth Advisor, where he helped clients objectively build portfolios based on their individual goals and objectives. Dedicated to ongoing professional development, David earned his Masters of Business Administration, and later a graduate certificate from the Stonier Graduate School of Banking while working full time.

Curtis began his career as a Securities Analyst with Merrill Lynch, where he worked for ten years and rose to the level of Vice President. Much of that time was devoted to the areas of portfolio construction and risk management. To further his education, Curtis earned the Chartered Financial Analyst (CFA) designation as well as a Masters of Business Administration in Finance, both while working full-time. While an analyst, Curtis often considered working more closely with clients. "I knew I wanted to impact clients directly, and being an analyst did not allow me to do that." He was, however, sure of two things: "I’m passionate about helping people and I’m dedicated to my profession." So, Curtis made the jump to Sagemark Consulting as the Director of Investments where he worked closely with financial planners and their clients to apply his investment expertise.

Over time, the brothers decided that their combined passion and expertise would create a unique experience for their clients. "We offer a very high touch, high service experience," David says. "Our clients seek our help in the areas of wealth accumulation and preservation so that they may enjoy life and the fruits of their hard work."

"Our clients care deeply about issues such as family, community, business succession, and leaving a legacy," says Curtis. And he and his brother are with their clients all the way, making sure that their legacies are more than just dreams.

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