Our Qualifications

CURTIS J. NAGAI, CFP® Having graduated from the University of Washington in 1984 with a B.A. degree in Economics, Curt has been in the financial services industry since 1984. In 1989, he passed a rigorous national examination and became a CERTIFIED FINANCIAL PLANNER® Practitioner. The CFP® certification is the recognized mark of financial planning professionalism in the industry. In addition, Curt is a member of the Financial Planning Association and is an Investment Advisor Representative under Commonwealth Financial Network's Registered Investment Advisor.

BARBARA J. SUELZLE Barb was born and raised in Washington State. After graduating from Auburn High School, Barb attended Green River Community College where she took several courses in Accounting and English. Barb's responsibilities include all aspects of supervising the office, processing new business, and following up on all client service issues. Away from the office, Barb likes to spend time with her husband, family, and dog, PJ.