Kurt is a Wealth Advisor and Vice President for SC Financial Services, a d/b/a of Avior Wealth Management.
Kurt is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA) specializing in business transition planning, Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As a Certified Exit Planning Advisor, Kurt does more than facilitate buy/sell transactions. He works with his business clients before, during and after they exit a business, making sure they have a long-range plan that not only encompasses the stages of their business but the seasons of their lives.
For Kurt, financial planning is about solving problems and making things happen, but it’s also about open, transparent communication. That means asking the right questions and listening carefully to discover what’s needed to help clients meet their specific objectives. It also means clarifying financial complexities, so they have a clear picture of the strategies and solutions available to them. This kind of communication has been foundational in developing the genuine and enduring relationships Kurt’s enjoyed with his clients since SC Financial Services’ inception in 2003.
In addition to the AWMA and CEPA certifications, Kurt holds a Bachelor of Arts degree in Economics from the University of California, San Diego, and a Master of Business Administration degree (MBA) from Arizona State University. He and his wife and business partner, Sharlee, live in Scottsdale, Arizona. They have two daughters in college.