From Carmel, IN, Kurt attended Cathedral High School and is a graduate of Indiana University Bloomington Kelley School of Business with a Bachelor of Science in Accounting and Finance. His mission is to help businesses, families and individuals in planning for their financial success. By placing an emphasis on developing close relationships with each of his clients, Kurt dedicates all the resources available to him in helping his clients reach all of their short and long-term goals. What sets Kurt apart is the comprehensive approach he takes, not focusing on a singular financial goal or objective, but all of those which he discovers through a thorough analysis. Kurt currently holds his Series 6, 63, 65, and 7 Securities licenses. An avid hockey player and golfer, Kurt enjoys his non-athletic time with his wife, Katie, and daughters Norah and Maggie. The family resides in the Meridian-Kessler area of Indianapolis.