Kurt has been helping investors work toward their financial goals for close to 40 years and has been with Baird since the firm opened offices in Kalamazoo in 1988. Kurt uses a consultative approach to help clients identify their financial goals and select an investment program to help meet those goals. Kurt’s first priority is to develop quality, long-term relationships with his clients and to fortify those relationships with informative and productive communication.

Many planning tools are available to help create and maintain an investment portfolio which is appropriate for the investor and the investor's goals, whether those goals are planning for college, retirement, estate planning, or other financial goals. Throughout his career, Kurt has developed and fine-tuned his approach to investing. “My investment philosophy is to employ a balanced portfolio mix developing asset allocation analysis designed for each client’s unique situation that is focused on achieving their long-term goals.”

Kurt works with individuals, small and large businesses, and professional institutions, guiding them to establish and achieve their investment goals. Kurt sees his role as that of “an overall financial advisor” and strongly believes in understanding his clients’ financial needs in order to customize an investment strategy that is specifically tailored to each client’s goals.

Kurt earned his BA in business from Hope College. He lives in Kalamazoo with his wife and children and is active in the community. Kurt is assisted in serving his clients by his assistant, Jeff Hagen CFP®, Senior Client Specialist. Kurt and Jeff enjoy working with people and strive to provide excellent service and advice to help clients with a wide variety of financial needs.

Jeff has been with Baird for over 10 years working in both our Kalamazoo and Grand Rapids offices. He holds his Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER®. Jeff works with clients on financial planning, tax planning, account maintenance, administrative services, and order entry for the purchase and sale of securities. He holds a bachelor’s degree in Personal Financial Planning from Western Michigan University. Raised in West Michigan, he currently lives near the lakeshore in Grand Haven with his wife Brittany and their twin daughters. He enjoys spending time outdoors traveling, camping, boating, and hiking.