Curtis Trader, CPA, CFP

Curtis worked for 11 years for the international accounting firm of KPMG in Salt Lake City, UT before leaving to start his own private practice in 2006. At KPMG, Curtis was a senior manager and led their Personal Financial Planning (PFP) practice and was the Pacific Northwest’s area Generation Skipping Transfer Tax Specialist. Curtis joined Dave Roberts in 2009 to form the firm Trader Roberts & Associates. He has served many years on various tax review sub-committees for the State of Utah and was recently nominated by Utah’s governor to serve on Utah’s Tax Review Committee. Curtis routinely serves large nationally recognized companies and family held businesses, and is recognized as an industry leader in trust and individual taxation.