Kurt’s journey to becoming an Financial Advisor at Curio Wealth began years ago. As one of his very first money-related memories, Kurt recalls collecting quarters on the beach—foreshadowing his future in helping clients become financially independent, save for retirement, and enjoy their golden years seaside
An eleven-year professional in the financial industry, Kurt specializes in tax, investment, and financial planning. He earned his CPA in 2020 from the Virginia and Maryland Board of Accountancy after graduating with a Bachelor of Science in Accounting from the University of Central Florida in 2011. Kurt earned his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Especially adept at analytical work and all things spreadsheet-related, Kurt works closely with Curio clients. He assists individuals and families in understanding their financial situations and identifying their goals, empowering them to take control of their financial destinies.
Outside of work, Kurt loves to read and attend live sports events. He also enjoys spending quality time with his wife and dog.
Curiosity, for Kurt, is the key to expanding horizons. It’s a relentless pursuit of understanding his clients’ wants and needs, delving into the intricacies of their financial goals. In a world that’s constantly evolving, curiosity guides Kurt in serving his clients with relevance and insight.
