As a competitive golfer, Kurt often draws parallels between the game he loves and wealth management. Both require a strategic and skills-based approach with a delicate balance of preparation, strategy, execution, reflection, and adaptation.
Kurt has developed the skills needed to help his clients create and manage a plan to reach their financial goals. An important part of the process includes employing the highest quality resources (people, equipment, technology, advice) to increase the probability of success.
Kurt holds the Chartered Retirement Plans Specialist (CRPS®) designation, providing him with the expertise to navigate the complexities of retirement plans. As both a business owner and advisor, he has also earned the Certified Exit Planning Advisor (CEPA®) designation. With his experience, education and resources, Kurt is well-prepared to assist business owners in navigating the challenges of preparing their business for transition, whether through a sale, merger, or succession.
When not in the office or on the golf course, Kurt enjoys spending time with his family, hiking, and traveling. He also supports and volunteers with various charitable organizations throughout the community.