Kurtis J. Stroemel, CPA, CBC
Kurtis J. Stroemel, CPA, CBC, is president of HR&S Financial Services, LLC, which specializes in employee benefit and life insurance planning, creating strategic group benefit and retirement programs for businesses from small to large.
As a certified public accountant (CPA), chartered benefit consultant (CBC), insurance consultant and investment advisor, Kurt brings broad expertise to the planning process, considering both the financial and tax implications of long-range benefit programs. HR&S Financial Services offers a complete line of group insurance, voluntary and tax-advantaged benefit plans as well as pension, profit sharing and 401k plans tailored to an organization's specifications.
Kurt was previously a manager for Heffler, Radetich & Saitta LLP, until joining HR&S Financial Services when it was established as an affiliate of the firm in 2003. He has also served as CFO of a film services company in Marlton, N.J.
Kurt holds a bachelor's degree in accounting from Richard Stockton College of New Jersey. He is a licensed life, health and disability insurance professional in Pennsylvania, New Jersey, Delaware, District of Columbia, Florida, Georgia, Massachusetts, Louisiana, North Carolina, and Maryland. Kurt is also a Registered Representative and Investment Advisor Representative in Pennsylvania, New Jersey and Delaware having passed the Series 7, Series 63 and Series 66 Securities exams.
The CBC designation identifies Kurt as an expert in consumer-driven health plans, such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursements Arrangements (HRAs).
He is a member of the American Institute of CPAs and the New Jersey Society of CPAs, the Society of Financial Services Professionals, the Estate & Financial Planning Council of Southern NJ, the National Association of Alternative Benefit Consultants, the National Association of Health Underwriters, the Pennsylvania Association of Health Underwriters, Greater Philadelphia Association of Health Underwriters and the South Jersey Association of Health Underwriters.
Within the community, Kurt is treasurer of the Voorhees Township Police Foundation, Camden County College Foundation and the Rotary Foundation of Philadelphia. He is a member of the Voorhees Township Economic Development Committee, the Voorhees Township Citizen Advisory Budget Committee, the Rotary Club of Philadelphia, and the Woodland Community Development Corporation Education Advisory Committee. He is a past member of the Voorhees Township Zoning Board of Adjustment for eight years serving as vice-chairman the last three, the Voorhees Breakfast Rotary Club and the Voorhees Township Recreation Advisory Board acting as Township liaison for Voorhees Girls Softball Association. Over the years, Kurt has coached youth softball, basketball and soccer.
NOTICE: Kurtis J. Stroemel, CPA, CBC is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative with Coastal Investment Advisors, Inc.. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with HR&S Financial Services or any of its affiliates. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 602 Main St., Ste 801, Cincinnati, OH 45202.