Background and Experience

Kurt provides comprehensive investment planning. With nearly three decades of experience, Kurt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kurt has dedicated his career to delivering the personalized investment planning services his clients deserve.

Kurt began his career as a Financial Advisor with Prudential Securities in Red Bank, NJ.  In 2000, he transferred with Prudential Securities to the Lehigh Valley in PA.  Prudential Securities was acquired by Wachovia Securities which then became Wells Fargo Advisors.  In 2007, Kurt earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.  Additionally, Kurt achieved his ChFC® in 2008.  Kurt has been named as part of The Wells Fargo Advisors Platinum Council (previously known as Premier Advisor) at Wells Fargo Advisors in 2012, 2013, 2014, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024.  The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2012-2014 and 2017-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure, Kurt has been named to the 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Forbes Best-in-State Wealth Advisors Ranking*.

Kurt earned his bachelor’s degree at Moravian College and was an All American football player.  He returned to his alma mater and coached the defensive line from 2000-2006.  Kurt is a member of Moravian’s Athletic Hall of Fame and is currently serving as a member of the Leadership Council of Moravian College.

Away from the Office

Kurt spends his free time with his wife of over 30 years, Barbra.  They have two children, Shauna and Brett, and three granddaughters, Sawyer, Parker and Ember. They can often be found at Lake Wallenpaupack or playing golf at Brookside Country Club.
 

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, Investment performance is not a criterion.  Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Background

As an undergraduate at nearby Moravian College (now Moravian University), my experience with a student investment club sparked my interest in financial markets and investing. After earning a degree in Economics, like most college graduates deciding on which career direction to take, I considered my strengths. I've always had a knack for math and finance, and I like to help people, so working in financial services just made sense for me — all the numbers added up.

I work alongside my partner and mentor, Managing Director - Investments, Kurt J. Poling, who is an FA that has been individually recognized as one of the 2025 Forbes Best-In-State Wealth Advisors*. I value the opportunity to work with an experienced investment professional who has a thorough knowledge of the variety of financial tools we offer.

As a native of the Lehigh Valley, I enjoy working with hometown friends and families as well as new clients. Financial goals can be as varied as the people who live here. Some are saving for a comfortable retirement with plenty of travel and leisure time. Others hope to purchase a second home or pay for their children's education. Whatever their priorities, I'm ready to help them. I always look forward to meeting new clients and discussing how we can help them outline a strong financial future.

Outside the Office

Out of the office, I'm active in a number of community groups and events. I played football for Moravian, and I continue to attend the games every season as well as be a supporter of their Blue & Grey Club. You will usually find me spending my free time with my wife, Alexandra, my friends, or my family. I also love being outdoors. You can find me fishing, golfing, or exercising somewhere around the Lehigh Valley.

*2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.