About me

Educating Individuals on Leadership, Personal Development, and Finances

Curt’s Story

Curt’s a lifelong learner with a passion for coaching and helping other people grow.  In 2013 he stepped away from a lucrative management position in “corporate America” and began a new journey focused on finding better balance in his life.  Curt now owns his own business — F5 Financial Planning.  He enjoys reading, exercising, fishing, golf, and spending time with his family.

Curt has lived in over 20 different places during his life — including multiple locations in the midwest, Denver, Dubai, and Brussels.  Currently, he resides with his wife and best friend Sonya in Naperville, Illinois.  Together they have three children.  Amanda, a graduate student in engineering at Stanford;  Alexander, a newly minted Neuqua Valley HS attends SIU Carbondale; and, Casey, is a sophomore at Neuqua Valley HS.

Curt received his BS, MS, and PhD from the University of Illinois at Urbana-Champaign.  He spent 18 years working for a Fortune 50 company holding positions in operations, purchasing, commodity management, and commercial management.  In 2011 he completed the Boston University Financial Planning Program and passed the Certified Financial Planner examination.  Curt has owned a successful Subway franchise since 2005.

Additional background on Curt:

  • Curt was born in Orlando, Florida and has lived in over twenty different locations over his lifetime.
  • He started working at 16 years of age and balanced sports, an active social life, and studies through out high school managing to earn three varsity letters, participate in championship scholastic teams, and graduate at the top of his class.
  • He spent nine years at the University of Illinois where he earned his BS, MS, and PhD degrees in Industrial Engineering.  During his time at the University he remained active in athletics (participating in numerous intramural championship teams).  More importantly, he met his wife Sonya during his freshman year.  They’ve been happily married for over 26 years.
  • Curt and Sonya have been blessed with three children who are happy, healthy, and successful.
  • From 1993 to 2012 Curt was employed with Caterpillar.  During that time he worked in inventory management, project management, commercial management, operations management, purchasing and business development.
  • In 2013 Curt made the transition to working as a financial planner full time.  During 2013 he managed over $100M in portfolio assets and developed/administered financial plans for over 50 families in Naperville and the surrounding area.
  • The family has had the chance to live in Peoria, Chicago, Denver and twice overseas — first in Dubai, United Arab Emirates; and, more recently in Brussels, Belgium.
  • Curt loves to participate in a variety of activities.  For over 15 years he was a successful competitive fisherman, he’s become an avid golfer who proudly boasts of several sub-80 rounds, and has spent years coaching youth sports.  Curt enjoys swimming, biking, and running an has been know to participate in sprint distance triathlons.
  • Along the way, Curt and Sonya developed and opened a successful Subway franchise.
  • Curt’s diverse professional and personal experiences combined with working with individuals from multiple cultures and backgrounds enable him to offer guidance on a wide variety of topics.

Curt has always been fascinated with finances and several years ago began exploring the possibility of offering a financial planning services company that would help families achieve their goals.  In mid-2011, he took steps to turn the dream in to reality. F5FP works with families to develop a vision of their future — a vision balancing the “5 F’s” (faith, friends and family, fitness, and finance) that are critical to a families’ well being.

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