Kurt is a financial advisor because he knows that folks who need help planning, saving, and investing are not always comfortable seeking help. Kurt strives to put everyone at ease as he helps his clients choose the best strategies for their life circumstances. He specializes in employer-sponsored retirement plans and risk management.
Being a farmer’s son from Kansas, Kurt follows the wisdom from his upbringing to help his clients. Preparation leads to better harvests. Growth takes time. Get rid of weeds. Bad weather will strike, but the sun will shine again. These are useful metaphors when planning our financial futures and accepting the path to get there.
Kurt and his wife, Claire, moved to upstate New York in 2007 when their first child was born. Claire has been the executive director at the not-for-profit Healthcare Consortium in Hudson, New York, for more than a decade. Their son is in high school, where he runs cross country and track and is a history buff, while their daughter is a great middle school student who also has been winning ribbons as an equestrian. Kurt is an avid gardener who loves sharing his green, flower-filled space along with craft cocktails. He also serves on the Village of Athens, New York, planning board.