Vice President, Director of Retirement Planning
Kurt brings to our organization 17 years of experience in the personal financial planning, executive/employee benefits field. His focus is on “research-based strategies to assist the client in pursuing their financial goals”.
“By listening to the clients concerns and needs, we are able to help analyze, prioritize and develop a strategy that aims to improve and enhance their retirement plans.”
“We review plan design options, servicing and education of participants, investment performance and diversification, expenses and fiduciary roles and responsibilities. Through our objective approach, we feel confident in our abilities to build strong, long-lasting business relationships.”
Kurt has held several leadership positions while a member of the Board of Directors Des Moines Association of Insurance and Financial Advisors, including president in 2005-2006. He is a founding member of the Young Professionals Committee of the Greater Des Moines Partnership and volunteers for many charities including Salvation Army, YESS, Hospice of Central Iowa, and Iowa Special Olympics. He is a graduate of Central College, Pella, Iowa. Kurt and his wife, Krystal, and son Kyler, daughter Keghan reside in Norwalk with their dog, Champs.
Kurt is a Registered Representative and Investment Adviser Representative of LPL Financial, Member FINRA, SIPC. Life and health licensed and securities registered in Iowa, Illinois, Kansas, Missouri and Nebraska.