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
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