Strategic Wealth Management Group, LLC

7300 Grace Drive

Columbia, Maryland 21044

410-988-9494

kkurre@swealth.com

www.swealth.com

  • Age: 24
  • Education: B.S. in housing, interior design, and resource management, with a focus on family financial management, from Virginia Tech, December 2000
  • Joined the firm: January 2001
  • Number of employees at the firm: 12
  • Compensation method: Fee-only
  • Internship experience: Intern at GE Financial Services in Blacksburg, Virginia. Intern at Resource Advisory Services, Inc., in Knoxville, Tennessee

    Professional designations: Passed CFP exam in November 2002; is completing three-year work requirement

  • Professional interests: Retirement planning, investment planning
  • Outside interests: Running marathons, crew, horseback riding