For over 20 years, Kurtis has worked with clients to provide an empowering vantage point from which
to see the landscape of their personal finances. He believes wealth planning has just as much to do
with people as numbers. During every step of the financial planning process, he fosters strong
personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is
instilling confidence and peace of mind within the clients he works with.