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EDUCATION
BBA, Finance, Accounting and Finance, University of Iowa Tippie College of Business
BIO
Kurt is a dedicated CFP®CERTIFIED FINANCIAL PLANNER™ and wealth management advisor known for his honest and disciplined approach. His practice is built on a foundation of fiduciary responsibility and a genuine desire to understand what is truly important to each client. He collaborates closely with individuals and families to develop progressive financial plans that align with their specific goals, needs, and aspirations. Kurt’s commitment goes beyond managing assets; he strives to provide clarity and confidence, helping clients navigate their financial journey with ease.
Kurt's commitment to his family and community complement his professional life virtues. A University of Iowa alumnus and former Hawkeye shortstop, He applies the same diligence and principles he learned as a collegiate athlete to coaching and mentoring young adults. Through his extraordinary leadership, Kurt helps build character and a strong work ethic, setting adolescents up for a successful future while creating a powerful legacy that extends far beyond the game.
JOINED FIRM
2003