Kurt provides business development consulting to financial advisors in Ohio, Michigan and Kentucky. Before joining AssetMark, he spent time as a financial advisor with Edward Jones and John Hancock Financial Network. He advised on a full range of financial services products.
Kurt earned a Bachelor's Degree in Finance and Real Estate from the Kelley School of Business at Indiana University. He also sat for Level I of the Chartered Financial Analyst Program in 2014. While at Indiana University, Kurt co-founded a tutoring program for entry-level accounting students.