Director of Operations
With more than 15 years of experience in corporate operations and project management, Kurt joined Shamrock Wealth Management as Director of Operations in 2015.
With excellent analysis skills and an unrelenting focus on delivering outstanding client service, Kurt assists with financial plan development for clients. This includes collaborating with the advisors to formulate and execute asset management and retirement planning strategies.
Kurt is a graduate of Northern Illinois University, where he earned a Bachelor of Science degree in political science and government/economics. He has also achieved Certified Divorce Financial Analyst® certification, Accredited Investment Fiduciary® designation, and FINRA (Financial Industry Regulatory Authority) exams Series 7 and 66.
When he’s not working, Kurt enjoys NASCAR (and anything related to racing), music, and college football. He and his wife Tammy have two sons, Clay and Colby.