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BNI Clifton VA President Curtis Congdon welcomes you to the top Northern Virginia business networking group. Curtis Congdon, CRPC* Financial Advisor Chartered Retirement Planning CounselorSM Lara, Shull & May, LLC 7600 Leesburg Pike Suite 120 East Falls Church, VA 22043 direct 703-462-2573 cell 703-975-7837 fax 703-827-2314 toll free 1-800-842-8834 curtisc@larashullmay.com www.larashullmay.com www.larashullmay.com Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients as that of a “personal CFO.” He joins Lara, Shull & May after four years’ experience at Ameriprise Financial’s Washington DC market group, where he was a top advisor, advisor coach, career development conference qualifier and Mercury award winner. Working with successful individuals and families who seek personalized financial advice, clients consider Curtis a “trusted resource” and appreciate his disciplined approach to providing customized solutions to meet their unique needs. Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at LSM, he strives to ensure that he consistently provides expert guidance in financial, retirement, college education, business and investment planning. A graduate of James Madison University with a BBA Business and concentration in finance, Curtis currently holds Series 7, Series 66, Life and Health Insurance licenses and is a Chartered Retirement …