Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

As the founder and president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life. The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half. At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age. _____ Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He holds his Series 65 securities license with fiduciary duty and his Michigan life and health insurance license. Kurt is also a Notary Public in Michigan and is a member of the Better Business Bureau. Kurt makes it his responsibility to thoroughly understand clients’ goals and dreams and to leverage his knowledge and experience to help clients realize them. He was named one of the Michigan Financial Leaders by Forbes and a Five Star Wealth Manager by HOUR Detroit Magazine. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger. Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and three small children, Dylan, Elliana, and Mason.