When Kurt joined the financial services industry in 1998, he noticed far too often that industry investment advice could potentially be influenced by product sales. Kurt takes his fiduciary role very seriously and is committed to the financial planning process. This creates a logical client centered approach to any recommendations. "Client goals, concerns, and risk tolerance must be considered first before any investment recommendation is made. Financial products are simply tools we use to help clients fulfill any financial game plan." After a plan is implemented, Kurt meets with his clients on a regular basis to uncover any changing needs, goals, or concerns, and adjusts for these changes accordingly.
Kurt and his family live in the Lake Country area where their kids keep them busy through an assortment of activities such as music, sports, church, and various other community organizations and functions. Their leisure time is most often spent around outdoor activities such as traveling, camping, skiing, snowmobiling, and hiking.