As a member of the SWBC Wealth Management team, Kurt brings a seasoned financial perspective to his clients. He has worked for the last 15 years in the financial services industry and attributes his success to his holistic approach to working with his clients and understanding their needs.
Kurt spends significant time with each client to reach a complete understanding of their concerns and goals. In doing so, he can effectively access their situations and recommend appropriate financial solutions. Kurt strives to bring together the right people at the outset and welcomes the opportunity to work with his client’s legal or tax advisor.
Kurt takes a well-rounded approach in providing thoughtful and timely solutions for a variety of products, including investments, asset preservation, 401(k) and other retirement plans, insurance (including long-term care), education planning, estate planning, gifting, and small business plans
Kurt is a graduate of UTSA in San Antonio, Texas, where he received his Bachelor of Business Administration degree. Kurt holds several designations, including Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter as well as his FINRA series 6, 7, 63, and 65 licenses. Prior to joining SWBC in 2015, Kurt was a Financial Advisor at USAA Financial Advisors, Inc for 11 years. Kurt is an active member of his church, which he attends with his two teenage sons and wife. A San Antonio resident for the last 35 years, Kurt enjoys watching the Spurs and sports in his spare time.
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