InFocus Financial promotes Kurtz to director of operations

InFocus Financial Advisors Inc. recently announced that Carol Kurtz, CPA/PFS, has been promoted to director of operations.

With significant growth over the last several years, InFocus Financial Advisors was seeking someone to oversee its day-to-day management and streamline overall firm operations. Kurtz was identified as a perfect fit, having been with InFocus since 2016 as a client services manager. Her 13 years of industry experience have given her vast knowledge and experience in financial advisory operations and client services. Kurtz’s commitment to clients’ success and seamless experience with the office are only matched by her work ethic, and commitment to education and credentialing.

In her role as director of operations and as a new addition to the executive team, she will be tasked with overseeing the day-to-day operations of InFocus Financial Advisors.

“Carol Kurtz has kept InFocus Financial Advisors client services operating at the highest level in her time here, and her promotion is well earned,” said Eric Johnston, CFP, InFocus president. 

Kurtz is a graduate of the Franklin P. Perdue School of Business at Salisbury University, where she earned her bachelor of science degree in accounting. She is a certified public accountant and personal financial specialist, and lives in Snow Hill, Md.

InFocus Financial Advisors’ mission is to change lives by providing solutions that can help increase its clients’ financial security and confidence in retirement. The company helps people build sound retirement income strategies, cash flow and tax optimization, and manage their investment assets with strategies designed to help minimize market timing risk. The InFocus team wants clients’ investments to work toward making their money last as long as they do.