Bob entered the financial services industry with the Equitable Life Assurance Society of the United States (now AXA Equitable*) in April 1973 and concentrates on Estate Planning Strategies and Intergenerational Wealth Transfer for his clients. Bob and his wife, Donna, were married in 1965, and reside in Fairfield, Ohio. They have four adult children and 11 grandchildren. They are active parishioners of Sacred Heart Catholic Church and Bob is an active in Fairfield and Hamilton communities.
*AXA Equitable Life Insurance Company (NY, NY)
David A. Kurtz
David joined AXA Advisors, LLC., in 1994, and his practice primarily focuses on Life Insurance planning, asset management for individuals and families/closely held business owners. He has received a Certificate in Retirement Planning from Wharton. He is a qualifying member of "Million Dollar Round Table". He and his wife, Leslie, have three children, Justin and twins, Molly and Matthew. Matt and Molly attend Sacred Heart School in Fairfield. Justin is at Badin High School in Hamilton. David and Leslie were married in September, 1996 in Key West, Florida. They are active members in Sacred Heart Parish, where David serves on the Parish Council. David is a member of Hamilton Chamber. David fell off a cliff in California in April of 1997, although the accident left him in a wheelchair at age 25, he has continued to build a thriving business practice, and is very visible in the community. Life is full of surprises, but how we respond to life's surprises makes us who we are today.
The Love we have for our families today is partly revealed by the Life Insurance we carry to protect our families in the event of our untimely death.
Chris joined AXA Advisors, LLC., upon graduation from the University of Dayton in the spring of 2000, specializing in Retirement Planning and Tax Minimization Strategies with school administrators, educators and other non-profit organizations. He has been a qualifying member of the “Million Dollar Round Table” since 2001. He and his wife Chrissy reside with their three children in Fairfield Township.
Helping people plan for a better tomorrow! Having a sound retirement strategy is a key factor in a well-rounded financial portfolio!