Kurt has been working as a Financial Advisor for over 25 years. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.
With this intimate knowledge of what his clients value most, Kurt is able to help establish objectives, develop an appropriate strategy, and recommend potential solutions. He conducts regular reviews to help monitor his clients progress toward reaching their goals and keeps their strategies consistent with any changes that may take place in their life and/or business.
After long and distinguished career at JP Morgans Private Bank and it predecessors banks, building one of the most client focused teams in Chicago, Kurt left to join IHT Wealth Management in August of 2019. At IHT, he acts as Wealth Advisor and in a fiduciary manner on his clients behalf. He has his BS in Business Administration from Illinois Wesleyan and an MBA in Finance from DePaul University. Kurts clients include Organizations, successful families from Business owners, Professionals and Big Four partners. Although based in Chicago, his clients are located throughout the country and usually represent multiple generations of the families.
Kurt and his wife Laurie live in Naperville, IL. Kurt is a former board member with the Pediatric Brain Tumor Foundation, serves as an Ambassador for the Foundation. Kurt with his family are active with the Shining Stars Foundation, serving children and young adults with life threating illness.
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*According to SmartAsset 08/22