InFocus Financial Advisors, Inc is excited to announce that Carol Kurtz*, CPA/PFS® has been promoted to Director of Operations. With significant growth over the last several years, InFocus Financial Advisors was seeking someone to oversee day to day management and streamline overall firm operations. Carol Kurtz has been identified as a perfect fit.
Carol has been with InFocus since 2016 as a Client Services Manager. Her 13 years in industry experience have given her vast knowledge and experience in financial advisory operations and client services. Carol’s commitment to our client’s success and seamless experience with our office is only matched by her work ethic and commitment to education and credentialing. In her role as Director of Operations and a new addition to the executive team, she will be tasked with overseeing the day-to-day operational duties of InFocus Financial Advisors. “Carol Kurtz has kept InFocus Financial Advisors client services operating at the highest level in her time here and her promotion is well earned” said President Eric Johnston, CFP®.
Carol is a graduate from the Franklin P. Perdue School of Business at Salisbury University where she successfully earned her Bachelor of Science in Accounting. She is a Certified Public Accountant and Personal Financial Specialist™. Carol lives in Snow Hill, MD.
InFocus Financial Advisors mission is to change lives by providing the solutions that can help increase our client’s financial security and confidence in retirement. Our company helps people build sound retirement income strategies, cash-flow, and tax optimization, and manage their investment assets with strategies designed to help minimize market timing risk. We want our clients’ investments to work towards making their money last as long as they do.
*non-producing registered representative of Cetera Advisors LLC
Registered Representative of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
