Wealth Management Consultant
Kurt’s objective is to simplify and bring clarity to clients’ financial lives. Kurt’s team is dedicated to synchronizing the financial affairs of a select number of families, retirees, corporate executives and business owners.
Kurt coordinates his efforts with clients’ outside advisors including attorneys, tax
Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private
Kurt holds a B.A. from Wheaton College in Massachusetts and is a lifelong resident of Cape Cod where he attended Sandwich High School and Tabor Academy. He is a member of the Estate Planning Council of Cape Cod and Philanthropy Partners of the Cape and Islands. Kurt holds FINRA Series 7 and 66 registrations through Commonwealth Financial Network® and maintains Life and Health insurance licenses.
Kurt has a special love for Cape Cod and the ocean. When not in the office, Kurt is happiest spending time on the water with family and friends. Kurt is a resident of Barnstable Village with his wife Stacey and daughter Lilly.