Kurt is a Wealth Advisor in our Itasca, IL office. He developed his passion for wealth management by watching his parents in the service industry and developing the desire to connect and build relationships with those around him. He identified that working in wealth management combined the perfect balance of analysis with personal connections. Kurt earned a BS in Business Administration in Finance & Accounting at Marquette University. He is a CERTIFIED FINANCIAL PLANNER professional. Kurt has a 3 year old Bernese Mountain Dog named Rocco.
