Our Team

Kurt serves as Lead Advisor and a Certified Financial Planner™ practitioner. Kurt joined Capital Resource Management (CRM) serving  as a Financial Planner in June 2013 after serving 20 years as an officer in the U. S. Marine Corps. He brings with him a wealth of complex planning, problem solving, and management experience from his years as a CH-46E Sea Knight and UC-12W Super King Air pilot, college instructor as well as Director of Marine Corps Advertising.

Kurt realized during his 20 years of service that he has a heart for serving something greater than himself, which reflects in his approach to challenges placed before him and in the roles and organizations with which he chooses to align.  Kurt integrates his insatiable desire for excellence, and passion for helping others navigate complex issues into everything he does in order to create clarity and calm out of chaos.  He brings the skills and experience, gained from years of mentoring and coaching his Marines on financially planning for their futures, to Capital Resource Management, Inc. for the benefit of his clients.

Kurt received his undergraduate education from the University of Michigan in Mechanical Engineering before receiving his commission in the Marine Corps.  While serving as the Marine Officer Instructor at Northwestern University he was able to earn his MBA from Kellogg School of Management where he triple-majored in Finance, Management & Strategy and Entrepreneurship.  Kurt is also a Certified Financial Planner™ professional and Professional Plan Consultant™.

Kurt has served as a member of the Board of Governors for the University of Michigan Alumni Club of San Diego and as a member of the School Board for Calvary Christian Academy.  He is currently serving on the Board of Directors for Fig Tree Ministries, a Non-Profit Corporation in San Diego, California, dedicated to biblical teaching.  Kurt, his wife Annie and their two children reside in Chula Vista.

Kathie has a BA in Liberal Arts/Education from Pepperdine University, Malibu, CA, and she completed the accounting program at Palomar Community College, San Marcos, CA. She has also received her certification as FPQP™ and Financial Paraplanner Qualified Professional™ 

Kathie and her husband live in Oceanside, CA where they are active in their church and small group. Her two daughters, Kayleigh and Amelia, are her great inspiration for working hard and doing her best in every aspect of her life. She enjoys making handmade greeting cards and encouraging others to use their creativity to enhance their lives.

Responsibilities Include:

• Client Service
• Financial Reporting/Bookkeeping
• Financial Plan Research

Annette has a BS in Psychology from California Baptist University and has worked in social services as a client service coordinator, at a local preschool as a teacher’s aide/office assistant, and for an event planning company as an assistant. She and her husband, Dave, have two daughters and live in Valley Center and attend church at Emmanuel Faith Community Church. Annette and her family enjoy taking road trips and visiting with family.

Responsibilities at CRM include:

• Setting up appointments
• Events coordinator
• Administration of compliance and audit processes
• Assist Operations Supervisor