Jeffrey R. Kurtz, has more than 34 years of business and financial management experience. Jeff was promoted to the Managing Director role in 1987. Under his leadership, the Pennwood Financial Group has consistently been among the Regional, Zone, and Company leaders.
Jeff received his Bachelor of Arts degree from Rider University in 1980 and he holds both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.
Jeff lives in Coplay, PA, with his wife Ann, where they enjoy their family and a variety of outdoor activities.
- Rider University, B.A.
- Chartered Financial Consultant (ChFC®)
- Management America’s Council, 1 Time
- Management Leaders Conference, 18 Times
- Chartered Life Underwriter (CLU®)
Area(s) of Focus
- Insurance Strategies
- Investment Strategies