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Carol Kurtz, CPA, PFS
Carol is our Client Services Manager. She provides our client account services and investment strategy maintenance. Whenever an operational need arises, Carol is the one to call. For our investment clients, when you need a distribution from your investment portfolio, or an account balance, or a tax form, she provides world-class client services. Carol is a Certified Public Accountant and Personal Financial Specialist. While we do not do taxes, Carol brings a great attitude and enormous abilities to our team. Carol is a graduate of Salisbury University on Maryland’s Eastern Shore.
Carol is active in giving back to the local community.
- Carol is a member of the American Institute of CPAs (AICPA).
- Carol is an active member of her church and serves as the current Treasurer.
- Carol currently resides in Snow Hill, MD.