Curt Gibbs, LACP

Manchester, TN ***** 931-***-**** ady3vr@r.postjobfree.com

Qualifications for Financial Management Specialist

Full-Cycle Accounting Transactions Processing Data / Records Management

Accounting Distribution Account Reconciliations Strategic Analysis / Planning

Wealth Management Client Needs Analysis / Assessments Trends Tracking Compliance

Highly Accomplished Leader who offers full-cycle accounting experience to champion companywide efficiencies and maximize the accuracy of comprehensive accounting records. Top Performer who contributes superior attention to detail and solid problem-solving talents. Personable Team Player who can maintain complex records, process high-volume transactions, verify distributions, and prepare schedules and reports with professionalism and sound judgment.

Professional Licensure

FINRA Series 6 License FINRA Series 63 License NAIFA – LACP Life, Health, Property & Casualty

Professional Synopsis

Owner Structured Wealth Strategies, LLC 2016 – Present

Spearhead the dynamic success of this specialized agency with an emphasis on nationwide growth, protection, and preservation of client assets, businesses, and retirement plans. Utilize properly structured products and client-focused strategies guided by philosophical principles. Set up tax exempt retirement plans for personal and business clients.

Contribute skill in performing daily balancing of a high-volume company budget, as well as handling operational checks and balances to achieve desired bottom-line performance. Process transactions and verify accounting distributions. Efficiently perform basic accounting transactions, including payables, travel, and payroll. Reconcile accounts.

Benefits Counselor Government Employee Retirement Benefits Counselors (GERBC), LLC 2019 – Present

Licensed, Independent Financial Service Practitioner

Leverage broad scope of industry knowledge toward providing sound benefit maximization and retirement advisement for federal employees. Provide planning options to meet individualized objectives. Evaluate and coordinate employees’ CSRS / FERS Pension, FEGLI, Surviving Spouse Benefits, and Thrift Savings Plans to align with retirement goals.

Senior Advisor Growth Management Group (GMG), LLC 2016 – 2020

Structured Wealth Strategies, LLC Served as GMG Representative

Strategically steered support of this third-party engineering and legal team producing diverse studies (i.e. engineering-based cost segregation, EPAct Section 179D, IC-DISC export benefits) to help reduce a firm’s tax liability. Consulted with business owners and executives in various industries to determine feasibility and facilitate program implementation.

Safely procured specialized tax benefits for aforementioned alliance members, franchisees, and clients. Facilitated seamless client services production via a newly introduced Stryde Savings platform integrating a user-friendly platform for agents and clients to review impact areas of service and provide seamless production for client services.

Additional Professional Experience

Funding Strategist Verity Financial Group 2012 – 2016

Registered Representative Packerland Brokerage Services 2005 – 2011

Agency Owner Travelers 1997 – 2005

District Manager Primerica 1997 – 2001

Operating Engineer Journeyman Light Equipment Operator ATA NAS, LLC – Arnold, AFB 1993 – 2019

Holds Valid Security Clearance Excellent Professional References Provided Upon Request

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