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Chat withState: California
Acquired: 2017
No misconduct found
State: Texas
Acquired: 2010
No misconduct found
16300 Katy Freeway, Suite 300, Houston, TX, 77094
1 Client Review
Showing 1 - 1 of 1 review | Communication Style
Posted by Jason | December 26, 2024 | Hired Attorney | Estate Planning
Excellent - Highly Recommended
5 stars! Jeremy and Kat did a phenomenal job walking my wife and I through the process of establishing a trust and will for us. They asked the right questions without making the process long and complicated. We feel our assets are now secure through their help. I highly recommend them. Thank you Je...
"I know Jeremy from law school. He is an extremely hard worker. He cares a lot about those he works with. He is upright and honest. I strongly recommend Jeremy."
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2024 - Present
Lawyer, Founder, Owner, The Curtis Law Firm, PLLC
2022 - 2024
Co-Founder, Advanced Estate, Business, and Planning Strategist, Lightstone Wealth Planning Solutions, LLC
2020 - 2022
Director of Financial Planning and Insurance Departments, Avidian Wealth Solutions
2015 - 2020
Corporate VP, Advanced Markets & Planning Consultant, New York Life Insurance Company
2014 - 2015
Founder, Owner, Legal Studies Advantage, LLC
2011 - 2014
Director of Wealth Planning, Integrated Wealth Counsel
2010 - 2011
Business Administrator & In House Counsel, Lubbock Family Medicine
2010
JD - Juris Doctor
2010
MS - Master of Science
2005
BS - Bachelor of Science
2024
Estate Planning: From Basics to Brain Surgery
2014
Spanish
English