Curtis J. (Curt) Treptow, CLU®

Client Account Analyst

Curt joined Cornerstone in 2016 after nearly nine years in the Financial Services Industry working in Investment Management and Financial Planning.  He currently works in the Client Service Department handling our premium payment processing, securing and coordinating cash value reporting, ordering policy illustrations, and facilitating the electronic management of client account statements and correspondence.

His educational background includes a Pennsylvania Life, Accident, and Health License as well as a FINRA Series 7 & Series 66 registrations.  He earned his Bachelor Degree in Business Management from the University of Central Florida and received his Chartered Life Underwriter (CLU) designation through the American College of Financial Services. 

Curt lives in Kutztown with his girlfriend and their 2 dogs.  In his free time, he enjoys reading, traveling, golfing, fishing and spending time with friends and family.