Kurt is a seasoned investment professional with more than 40 years of experience helping clients navigate changing market environments and pursue their long-term financial goals. He is deeply committed to Equitable’s mission of delivering disciplined, personalized investment strategies tailored to each client’s unique needs and objectives.
A graduate of Western Illinois University, Kurt holds Series 7, 63, and 66 securities licenses. His lifelong interest in economics and history provides valuable perspective on market trends and economic cycles, allowing him to help clients approach complex financial decisions with clarity and confidence.
Outside the office, Kurt enjoys an active outdoor lifestyle with his wife, Patrice. Together, they have raised four children and spend their free time gardening, hiking, kayaking, and crabbing.