When it comes to achieving your financial goals, who will be there with you through good times and bad? I will partner with you to create a tailored financial strategy. First and foremost, I work to understand what’s most important to you. Using an established process, we discuss your goals, determine your desired level of risk and execute a disciplined approach. Once the strategy is implemented, we conduct regular reviews to help ensure that you stay on track. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a complete strategy that leverages everyone’s experience.
In 2022, I was named to the Forbes Next-Gen Best in State Wealth Advisors (Source: Forbes.com, 8/3/2022; data as of 3/31/2022). I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Plans Specialist (CRPS™).
Within the firm, I volunteer my time to help other financial advisors. Outside of the office, I currently serve as a Partner in Education with Cheat Lake Elementary, a member of the Local School Improvement Council and a coach for various youth sports teams. I am also a member of the Morgantown Area Chamber of Commerce, a member of the Harrison County Chamber of Commerce, a member of the North Central West Virginia Estate Planning Council and a board member of Bridgeport Little League Baseball.
I was raised working in my family’s small business, which is now in its third generation of ownership. That experience instilled in me a strong work ethic. I later attended Garrett College where I was a student athlete (baseball) and was named Scholar Athlete of the Year. Balancing the demands of academics and athletics shaped my discipline. I graduated from the West Virginia University School of Business and Economics and was named to the Dean’s List and the International Scholar Laureate Program. After four years in banking, I found my passion as a financial advisor.
My wife, Savana, and I were both born and raised right here in North Central West Virginia. We have two boys, Julian and Graham, and a family dog, Kimber.
If you think you could benefit from the help of an experienced, dynamic financial advisor, contact my office today.
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address935 Cheat Rd
Morgantown, WV 26508 opens in a new window
Phone NumberKurt A Skasik at (304) 284-9122
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