The Wealth Strategy Many Successful Families Discover Too Late
Discover the wealth strategy successful families use to protect assets, reduce taxes, and create intentional long-term financial p…
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FOUNDER TO THE PROFILE
Curtis Andrews
Licensed Financial Professional, New Genesis Financial
“I attribute much of my success to the discipline, leadership, and resilience I developed during more than 20 years of service in the United States Navy. The military taught me to prepare, pay attention to the details, lead from the front, take responsibility, and accomplish the mission even when circumstances are difficult.Those lessons followed me into financial services. I’ve learned that success is rarely one big decision. It comes from consistently doing the small things well, remaining teachable, serving people with integrity, and continuing to move forward.I also attribute my success to living by what I call The 5 F’s: FAITH, FAMILY, FINANCE, FITNESS, and FUN. They remind me that true success is not measured by income or titles alone. It is about maintaining the priorities that give life purpose, balance, and meaning.My formula is simple: LIVE THE 5 F’S. LEAD FROM THE FRONT. TAKE CARE OF THE SMALL THINGS. SERVE OTHERS. AND KEEP TAKING THE NEXT STEP FORWARD.”
About
Curtis Andrews is a Licensed Financial Professional with New Genesis Financial, based in the Lawton, Oklahoma, area. Since entering financial services in September 2022, he has focused on helping families, entrepreneurs, business owners, professionals, and agency owners develop clear strategies for income protection, retirement planning, wealth building, and legacy creation. His approach emphasizes education, structure, and personalized financial strategies designed to help clients better understand their options and make informed decisions. His areas of expertise include life insurance, retirement planning, asset management, sales, and entrepreneurship.
Before transitioning into financial services, Andrews served as a U.S. Navy veteran supporting military health facilities and Marine Corps units. His military experience helped shape a professional philosophy grounded in discipline, strategic thinking, attention to detail, and mission focus. He draws on those qualities in his work today, particularly through his focus on retirement strategies, income protection, living benefits, and wealth preservation. Andrews also works with agency owners and agents, providing mentorship, leadership development, branding support, compensation strategies, and tools designed to support business growth and long-term success.
Andrews holds a Bachelor of Science in Health Care Management from Southern Illinois University, Carbondale, where he studied from 1994 to 1999. His professional mission centers on helping people move from financial uncertainty toward greater organization and confidence while keeping their financial decisions aligned with their families, businesses, and long-term goals. He emphasizes the importance of faith, family, finance, fitness, and fun, reflecting a holistic perspective on success and legacy. Outside of his professional pursuits, Andrews enjoys golf and four-wheeling, giving him opportunities to stay active, enjoy the outdoors, and make time for recreation.
Key Areas Of Focus
- 01. Life Insurance
- 02. Retirement planning
- 03. Leadership
IN HIS OWN WORDS
The Q and A
-
01
What do you attribute your success to?
I attribute much of my success to the discipline, leadership, and resilience I developed during more than 20 years of service in the United States Navy. The military taught me to prepare, pay attention to the details, lead from the front, take responsibility, and accomplish the mission even when circumstances are difficult.
Those lessons followed me into financial services. I’ve learned that success is rarely one big decision. It comes from consistently doing the small things well, remaining teachable, serving people with integrity, and continuing to move forward.
I also attribute my success to living by what I call The 5 F’s: FAITH, FAMILY, FINANCE, FITNESS, and FUN. They remind me that true success is not measured by income or titles alone. It is about maintaining the priorities that give life purpose, balance, and meaning.
My formula is simple: LIVE THE 5 F’S. LEAD FROM THE FRONT. TAKE CARE OF THE SMALL THINGS. SERVE OTHERS. AND KEEP TAKING THE NEXT STEP FORWARD.
-
02
What’s the best career advice you’ve ever received?
The best career advice I’ve ever received is: never stop learning, never stop serving, and never allow success to compromise your integrity.
Throughout my career—from the military to financial services—I’ve learned that your title may open a door, but your character determines how long you stay in the room.
I’ve also learned not to chase money. CHASE PURPOSE, CREATE VALUE, AND SERVE PEOPLE WELL. When you consistently solve problems and help others succeed, opportunities have a way of finding you.
The advice I carry with me today is simple:
STAY TEACHABLE. PROTECT YOUR NAME. SERVE WITH EXCELLENCE. AND ALWAYS LEAVE PEOPLE BETTER THAN YOU FOUND THEM.
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03
What advice would you give to young men entering your industry?
My advice to young men entering the financial services industry is simple: lead with integrity, become a student of your profession, and focus on serving people—not selling products.
This industry is built on trust. Your reputation will always be more valuable than your next commission. Do what is right for the client, even when it costs you financially.
Be willing to learn, be coached, and stay disciplined. You will hear “no,” make mistakes, and face seasons when progress seems slow. Don’t confuse a difficult season with a wrong direction.
Most importantly, know your WHY. Money may motivate you for a season, but PURPOSE WILL SUSTAIN YOU FOR A LIFETIME.
My advice is: SERVE FIRST. STAY TEACHABLE. PROTECT YOUR NAME. KEEP YOUR FAITH. AND TAKE THE NEXT STEP FORWARD.
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04
What are the biggest challenges or opportunities in your field right now?
One of the biggest challenges in financial services today is trust. People have access to more financial information than ever, but more information does not always create more clarity. Many families are overwhelmed by competing opinions, complicated products, market uncertainty, and concerns about whether their retirement income will last.
I believe that challenge also represents our greatest opportunity. Financial professionals have an opportunity to move beyond simply selling products and become educators. We can help people understand their options, identify risks, and make informed decisions based on their goals and values.
Technology will continue to change how our industry operates, but relationships, education, integrity, and trust will remain essential.
For me, the opportunity is simple: EDUCATE PEOPLE. EARN THEIR TRUST. HELP THEM PREPARE. AND LEAVE FAMILIES BETTER PROTECTED THAN YOU FOUND THEM.
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05
What values are most important to you in your work and personal life?
The values that are most important to me in both my work and personal life are FAITH, FAMILY, INTEGRITY, SERVICE, DISCIPLINE, and PURPOSE.
My FAITH is my foundation, and my FAMILY is my motivation. INTEGRITY guides how I conduct myself, SERVICE reminds me that leadership is about helping others, and DISCIPLINE keeps me committed when things become difficult.
Above all, I believe in living with PURPOSE—using my experiences, abilities, and opportunities to make a positive difference in the lives of others.
These values are reflected in the 5 F’s: FAITH, FAMILY, FINANCE, FITNESS, and FUN. They keep me grounded and remind me that TRUE SUCCESS IS NOT JUST WHAT YOU ACHIEVE, BUT WHO YOU BECOME, WHO YOU SERVE, AND THE LEGACY YOU LEAVE BEHIND.
PERSPECTIVES
Perspectives by Curtis Andrews
Original insights, ideas, and viewpoints shaped by real-world experience.
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