Kurt Klingenberg

Managing Director
Senior Vice President, Investments

Since 1994, Kurt has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.

With the insight and industry knowledge that comeswith over 27 years in the business, Kurt provides his clients the information they need to choose the most suitable investment products and services for their specific financial needs. This includes financial planning, retirement planning, estate planning, college planning, wealth management, and more.

Kurt is originally from Lake Forest Illinois and is a graduate of Texas Tech University, where he earned a Petroleum Engineering Degree. He and his wife, Randi, have been married 20years and have two daughters, Sarah & Jenna. In his free time, Kurt enjoys working out and spending time with his family with their two dogs, Chip and Coco.