Amelia Kurtz, CTFAChief Executive Officer

Quite simply, Amelia gets things done. Drawing from a career built on running teams of financial services professionals, she knows that good wealth management is about more than trusts, portfolios, accounts, and numbers on a spreadsheet. Ultimately, she is driven to make sure people feel heard and respond to their challenges with strategic thinking and solutions that are custom tailored to individual experiences. 

You’re not just buying stocks and bonds. You’re making sure you can be comfortable in your old age. You’re caring for loved ones. You’re extricating yourself from a sticky situation. Managing money and investing is just a sliver of what Amelia does on a daily basis. That’s the easy part. 

The interesting part is deploying her experience in process management and problem solving to make sure nothing gets in the way of your success. 

Movie Amelia always watches on a snow day: Probably something on the Hallmark Channel, but more likely out playing in the snow!

Hometown: Paris Hill, ME

Alma Mater(s): Wheaton College 

Past gigs: Opened Amy’s Pet Place fresh out of college, then moved on to the finance industry.

Volunteer and passion projects: Currently working hard to ensure the humane treatment of animals and the advancement of women and girls. Following active duty on many boards supporting economic development, women and girls, children, and environmental issues, Amelia currently serves as an Olympia Leaders Advisor for the Olympia Snowe Leadership Institute.

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