Kurt provides comprehensive investment planning. With nearly three decades of experience, Kurt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kurt has dedicated his career to delivering the personalized investment planning services his clients deserve. Kurt began his career as a Financial Advisor with Prudential Securities in Red Bank, NJ. In 2000, he transferred with Prudential Securities to the Lehigh Valley in PA. Prudential Securities was acquired by Wachovia Securities which then became Wells Fargo Advisors. In 2007, Kurt earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Additionally, Kurt achieved his ChFC® in 2008. Kurt has been named as part of The Platinum Council (previously known as Premier Advisor) at Wells Fargo Advisors in 2012, 2013, 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024. A distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Kurt has been named to the 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Forbes Best-in-State Wealth Advisors Ranking*. Kurt earned his bachelor’s degree at Moravian College and was an All American football player. He returned to his alma mater and coached the defensive line from 2000-2006. Kurt is a member of Moravian’s Athletic Hall of Fame and is currently serving as a member of the Leadership Council of Moravian College. Away From the Office Kurt spends his free time with his wife of over 30 years, Barbra. They have two children, Shauna and Brett, and three granddaughters, Sawyer, Parker and Ember. They can often be found at Lake Wallenpaupack or playing golf at Brookside Country Club