Kurt is a partner and a consultant of the Atlanta Consulting Group. As a consultant he provides investment consulting to a wide range of clients, including defined contributions plans, defined benefit plans, endowments, foundations and family offices.
His responsibilities include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, manager due diligence and selection, and performance measurement and evaluation. In addition, he provides retirement plan provider evaluations, searches and education. In addition to serving clients, Kurt also leads the business development and marketing efforts for the Atlanta Consulting Group.
His goal for our clients is to uphold and provide the elite level of service that the Atlanta Consulting Group is known for. He is dedicated to acting in the best interest of clients, helping them to meet their investment goals and objectives in the most efficient manner.
Before joining the Atlanta Consulting Group in 2009, Kurt was a financial advisor in the Athens, Georgia, office of Morgan Keegan. He earned a bachelor's degree in business administration from Western Carolina University. Kurt holds the Accredited Investment Fiduciary and the Certified Plan Fiduciary Advisor designation, offering expertise in investment fiduciary standards of care.
Kurt and his wife Allison live in Roswell with their three children, Jackson, Blakely, and Quinn.