Bob Kurtz

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.

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. They attend Sacred Heart School in Fairfield.  David and Leslie were married in 1996 in Key West, Florida. They are active members in Sacred Heart Parish, where David serves on Parish Council.  David is a member of Hamilton Chamber.

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 Kurtz

Chris joined AXA Advisors 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!