Our Team

Josh Curtis

Founder & Senior Financial Advisor

I grew up on a dairy farm in rural Tennessee, attended the University of the South in a town called Sewanee, and played baseball there.

My wife of 11 years, Sinclair, also attended. We moved to Richmond, her hometown, to start our family. We have four kids. Three here on Earth, ages 8, 5, 3, and one in Heaven.

We’ve always wanted a big family with 12 or so kids.

I know we’re a bit crazy.

Last, but certainly not least, I’ve been in finance for 15 years.

Most importantly, we, as a family, value family, faith, freedom, and fidelity above all. 


Sinclair Curtis


Evan Thomsen

Analyst & Advisor


Trisha Carter

Senior Associate

Jesse Austin

Senior Associate


Tyanna Thomsen

Client Support

Everyone has a 4th Quarter.

Are you going to be ahead, or behind?