Kurt enjoys working with clients in the areas of tax planning and financial planning.

After working for 10 years in the public accounting industry in both Maryland and Florida, Kurt had the desire to work with clients through a more holistic approach. That led him to find a fee-only wealth fiduciary in the Annapolis area where he has recently moved.

Kurt earned his Bachelor of Science in Accounting at the University of Central Florida in Orlando, Florida. He earned his Certified Public Accountant license in 2020, where he is licensed in both Maryland and Virginia.

Kurt joined the Bay Point Wealth team in November 2022. He currently lives in the Annapolis area with his fiancé Sarah. Outside of the financial world, he enjoys watching and attending live sporting events and exploring Annapolis with his West Highland Terrier, Annie.

Certifications & Education

  • Certified Public Accountant
  • Bachelor of Science in Accounting at the University of Central Florida in Orlando

Specialties

  • Tax Planning 
  • Financial Planning