Stearns Financial Group Hires Kurt Geldner to Lead Business Owner Services

Performance and Development Veteran Will Drive Expansion of Firm's Business Owners Services Practice for the Entrepreneurial Community

CHAPEL HILL, N.C., March 31, 2023 /PRNewswire/ -- Stearns Financial Group (SFG), an investment management firm based in North Carolina, announced today the hiring of business performance and development  veteran, Kurt Geldner, as Director of the Stearns Financial Business Owner Services (BOSS) practice. Geldner joins Stearns with over 20 years of experience in the start-up, early-stage, and small business markets. In his new role, Geldner is responsible for expanding opportunities and further enhancing assessment, planning and growth services for business owner clients.

"I am an entrepreneur at heart with a passion for driving business growth and fostering enriched client experiences," explains Geldner. "What drew me to SFG, is our shared commitment to higher standards of excellence."

For decades, SFG has been helping owners grow their business, solve critical issues, assess exit or transition options, and prepare for a successful retirement. Personalized services for business owners help ensure all components of their financial lives work together for a high level of success. 

Connect with Geldner at linkedin.com/in/kurtgeldner.

ABOUT STEARNS FINANCIAL GROUP

Stearns Financial Group is a fee-only investment management firm with offices in Greensboro, N.C. and Chapel Hill, N.C. serving clients throughout the United States. The business owners services team utilizes scenario planning which entails reviewing plausible scenarios for the business owner and the business, then overlaying proprietary economic scenarios. The process helps chart a course for an owner's preferred future. The firm has received wide acclaim within the business ecosystem, including the Triad Business Journal Fast 50 (2016) and the INC. 5000 (2016, 2017). Leaders have also earned awards including Greensboro Chamber Small Business Advocate (2009), Business Leader Entrepreneur of the Year (2008) and Triad Business Journal Most Admired CEOs (2016). Learn more at StearnFinancial.com.

MEDIA CONTACT:
Karen Embry
Impact Communications
913-649-5009
[email protected]

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

SOURCE Stearns Financial Group

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