Learn About Me
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Kurtis Abraham
Financial AdvisorSenior Vice President - Investments
I work with successful individuals, families and business owners who seek to organize and maximize their financial security and success through the creation of a holistic financial strategy action plan. My goal is to help clients build, manage, preserve and transfer their wealth by assisting with retirement income planning, asset growth, investments, tax1 strategies, legacy planning, options for philanthropic giving and more. I am known as a collaborative, hands-on advisor who is committed to responsiveness and communication.
Michigan born and raised, I currently live in West Olive with my wife, Whitney, two young sons, and daughter not far from where I grew up. Active in my church and in my community, I've been a mentor for elementary school children through Kids Hope USA and a past member of the board of directors of My House Ministry which provides housing for women in need. I am a board member for Grand Haven Young Bucs Athletics and volunteer as a coach for my boys' sports teams. I enjoy golfing as well as bike rides and beach visits with my family.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.