Bryce Kurfees
Principal, Advisor
Bryce Kurfees, a seasoned financial professional, has made a name for himself in the industry through his role as Principal at Kurfees Capital Management, LLC. Bryce takes pride in his work and is well-known for utilizing KCM's proprietary "Core4" process which includes a foundational financial plan, risk tolerance assessment, portfolio alignment with financial plan and risk assessment, and ongoing monitoring and adjustments as needed, all at a fee below the industry's average. Bryce is a graduate of Southern Methodist University with a degree in Finance concentration and the Ohio State University Fisher College of Business with a Master of Business Administration in Marketing. With a passion for helping his clients succeed and achieve their financial goals, he utilizes best-in-class providers to ensure that his clients have more of their money to use as they desire.