InvestmentsCommon StocksBondsMunicipal BondsUTMA AccountsFixed & Variable AnnuitiesPreferred StocksTreasuriesMutual FundsETF’sCertificates of DepositReal Estate Investment TrustsFinancial PlanningRetirement Planning529 Savings PlansSuccession PlanningIncome StrategiesCollege SavingsEstate PlansTrust StrategiesTax PlanningInsuranceDisability IncomeLife InsuranceMedical PlansProperty & CasualtyHealthLong-Term CareMedicare SupplementUmbrellaCoaching & TeachingHaving the Heart of a TeacherOver 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 offers his clients the use of his lending library, with authors ranging from Warren Buffet 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. As a colleague of George W. "Tripp" Hook’s financial advisory team, Kurt oversees the South Sound and Peninsula region from his office in Gig Harbor.