A Foundation of Trust and Clarity

Our Fiduciary Standard: Your Interests First, Always.

The term "fiduciary" is a legal and ethical standard of care that defines our relationship with you. It is a commitment we make without compromise. It means we are legally and ethically bound to act in your best interest at all times, even when it is not in our own. For us, it's more than just a legal requirement—it's the foundation of the clarity and simplicity we provide.

Kurt: The Guide with Experience.

Kurt began his financial advisory career in 1989, driven by a passion to help families navigate their financial lives. In 2004, he made the pivotal decision to transition the firm to a fee-based Registered Investment Advisor (RIA) model. This was a defining moment, cementing his unwavering fiduciary commitment to always prioritize client interests above all else.

Josh: Engineering Clarity for the Future.

With a 13-year technical background as a telecommunications engineer, Josh brings a unique perspective to financial planning. He excels at deconstructing complex financial systems and engineering simple, clear solutions for clients. Since joining the firm in 2023, he has been instrumental in modernizing our processes and is currently pursuing his CFP® certification.

Our Goal: Helping You Reach Your Financial Summit.

Our goal is to help families reach their financial Summit.