As a Certified Financial Planner, Alexandra is passionate about helping to create options for her clients. She feels that the best way to create options and become financially independent is through comprehensive planning.
The comprehensive planning process includes Retirement Planning, Investment Planning, Education Planning, Insurance Planning: Life, Disability and Long-Term Care, as well as Estate Planning. She also assists with Tax and Business Planning. After the initial process of collecting data and discussing short and long-term goals, she develops a personalized financial plan and outlines the options to work toward each of the goals. In her practice the plan serves as a blue print and is updated every 12 to 18 months.
She works with individuals all over the country, from high net-worth to those just starting to save. The approach is always the same: to help everyone make sound financial decisions while pursuing their goals.
She was born and raised in Lee's Summit, Missouri, a suburb of Kansas City. She graduated magna cum laude from the University of Missouri-Columbia with a BSBA in Finance. She grew up in the financial planning industry. With her father, Craig Kurth, having over 30 years of experience in the industry, it was a natural fit for her to pursue this career. Outside of the office, she is a fundraiser for Multiple Myeloma Research Foundation and Harvesters. Her passions are travel, food and personal fitness.