Kurt is one of Verity’s longest-tenured team members, joining the firm in 1996, the year Verity Asset Management and parent Verity Financial Group was founded. He is a financial advisor serving both individuals and small business with retirement, insurance, and investment planning.
Kurt has also served in a number of additional roles within the firm over its 20-year evolution. From 2003-2004 he headed Verity Lending’s mortgage division. Additionally, he served as a member of Verity’s Board of Directors from 2010-2012.
Most recently, he has assumed the position of Advisor Consultant, serving as a as a central resource for external investment advisors and registered investment advisor firms adopting Verity’s Retirement Account Solutions (RAS) and Multi-Manager Exchange (VMX) platforms.
Educated at the University of North Carolina at Chapel Hill, he received his Bachelor of Science in Business Administration, concentrated in finance, in 1992.