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.