Kurt has a Finance degree from University of Missouri – Columbia and earned his Certified Financial Planner™ (CFP®) designation in 2005. He has worked for Mercantile Trust Company and First Interstate Bank, LTD in corporate banking working with large regional and fortune 500 companies.
As a Fiduciary with over 20+ years of planning, advising and business experience, Kurt focuses on delivering the best financial solutions for his clients depending on “The Client’s wants and goals”.
Kurt is a widower and loves spending time with his 4 children. He is an avid sports fan --- with special interests in football, hockey, fishing, and golf. Kurt enjoys competing in amateur IPSC tournaments and coaching youth roller hockey. He enjoys watching a child progress from learning how to skate to travel hockey and finally the adult league. In his spare time, he loves touring on his Road King Classic.