Kurtis G. Heldt

Kurtis G. Heldt

Associate

Phone: (801) 424-0020
Fax: (801) 424-0030
E-mail:

Education

  • Bachelor of Arts, History,  University of Utah,  1992
  • Earned LUTCF Designation

Professional Experience

  • Financial Services Professional for 23 yrs.                  

Professional Philosophy

To empower each Business Owner and Family with the necessary tools and strategies to help achieve their goals of financial independence, time with their family, and happy lifetime memories.

 

Achievements

  • Wood Badge Staff for 5 years. 
  • Teaching leadership skills to Adult Scout leaders.
  • Seminary Teacher for 4 years

Family

  • Wife Lani. weve been married 24yrs.
  • We have four children.  James, Heidi, Jared, and Jordan.

 

Favorite Hobbies

  • Learning,reading, plays, musicals, symhony, music, art, outdoors, boating, skiing, golf, tennis, scouting, gardening, fixing up the house.