Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Phillip Curoe, ChFC®, CLU®, CWS®, CASL®
Wealth Management Advisor
Since 1995, I have been helping people like you pursue their financial goals. I have a passion for building relationships with my clients and believe that it’s my responsibility to educate you, make managing your finances as easy as possible, and help you pursue financial confidence, whatever that means to you.
As your financial advisor, I will bring you a holistic approach to your wealth management needs. I will work in partnership with you to truly understand your financial situation and develop personalized strategies to help you pursue financial confidence.
When I’m not in the office, I invest much of my time as an active member of my local community and staying involved with my church. I also enjoy golfing, tennis, and traveling with my family.
Advisornet Support Staff
Mike Townsend
Senior Vice President, Business Development
Lauren Lahm*
Assistant Vice President, IT
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.