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We were founded on the belief that continuous education is necessary for long-term success. Education and self-improvement are the cornerstones of everything we do at our offices. It is why Kurt earned his Chartered Financial Analyst designation; it is why we are constantly reading and researching methods of financial management; why we are constantly learning about new financial opportunities; and why we are constantly on the hunt for the best ideas others have already created.

We also strongly believe in the idea of relationships and fun. Money for many of us is a stressful, difficult topic. Our team partners believe that our client relationships should not be a bore where all we do is talk about accounts, contributions, redemptions and returns. We should have fun, enjoy each other’s company and build a relationship that transcends business.

Lastly, we believe that if we combine continuous learning and a rewarding relationship, we will achieve the goals and achievements you have set for yourself personally, professionally and financially. This is what makes us unique.