Products & Services


  • Common Stocks
  • Bonds
  • Municipal Bonds
  • UTMA Accounts
  • Fixed & Variable Annuities
  • Preferred Stocks
  • Treasuries
  • Mutual Funds
  • ETF’s
  • Certificates of Deposit
  • Real Estate Investment Trusts


  Financial Planning

  • Retirement Planning
  • 529 Savings Plans
  • Succession Planning
  • Income Strategies
  • College Savings
  • Estate Plans
  • Trust Strategies
  • Tax Planning



  • Disability Income
  • Life Insurance
  • Medical Plans
  • Property & Casualty
  • Health
  • Long-Term Care
  • Medicare Supplement
  • Umbrella


  Coaching & Teaching


Having the Heart of a Teacher

Over his 20+ years as a financial advisor, Kurt has had the opportunity to learn from numerous colleagues and mentors, not to mention the influences of authors such as Larry Burkett, Ed Slott and Dave Ramsey. Studying the works of these and many others has afforded Kurt both personal and professional growth that his clients can potentially benefit from. His wise counsel in matters of budgeting, tax planning and investment strategies is designed to positively influence his clients and his peers. Kurt also believes in gathering wisdom from the legends of investmenting and finance, having studied authors ranging from Warren Buffet to Robert Kiyosaki to Martin Zweig.

Besides his guidance relating to investments, Kurt is also committed to providing the critical roles of both Coach and Teacher. Completing classes offered by Dave Ramsey's Financial Peace University, has given Kurt sound and prudent philosophies in keeping with Dave Ramsey’s teachings and ethical standards. And, having completed the Stay Rich for Life course by Ed Slott has enlightened Kurt on tax strategies that his clients can consider with their tax professional.  Kurt oversees his practice in the South Sound and Peninsula region, along with the dedicated talents of his support staff in accounting, clerical, scheduling and information technology from his offices located in Gig Harbor, Washington.