CHRIS KURTZ

K & A WEALTH ADVISORS

OWNER/CEO

Chris entered the wealth advisory business upon graduation from the University of Dayton in 2000.  An experienced financial planner, Chris assists high net worth clients, business owners and endowments in the areas of Estate Planning, Trusts and gifting, Wealth Management, Insurance, Investment Portfolio Strategies and Generational Wealth Transfer.  Chris is an avid runner and thoroughly enjoys the lake, boating and the outdoors.  He loves watching/coaching his daughters’ Club volleyball and soccer teams.  Chris is a parishioner of Sacred Heart Catholic Church in Fairfield, and resides in Fairfield Township with his wife, Chrissy and their two daughters, Kirsten and Addi.

 

 

Kurtis Polacek, CFP^®

K & A WEALTH ADVISORS

Financial Advisor

Kurtis entered the wealth advisory business in 2012, following graduation from Xavier University. Through experience at multiple RIAs in Cincinnati, Kurtis became a Certified Financial Planner™ in 2015. He specializes in financial planning topics such as retirement planning, investment management, estate planning, and education funding. Kurtis is an avid sports fan, particularly as a Xavier basketball season ticket holder. He enjoys traveling with his wife, Amanda, and currently resides in West Chester, OH.

 

 

 

 

Ali Johnson

K & A WEALTH ADVISORS

Administrative Assistant

 

Ali joined the firm in September in 2017. While she doesn’t have a wealth management background, she did go to Ball State University and received a bachelor.  She is the first face you will see welcoming you at the office. Ali is there to be a great support system for not just the advisors but for the clients too. Ali enjoys outdoor adventures, working on the farm taking care of the animals and spending time with family and friends.