Mike Kurz (CAIA, CFP®, CIMA®, CPWA®)

Mike Kurz focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

Charitable Giving

Corporate Executives

Financial Psychology/Coaching

High Net Worth Client Needs

Planning Specialties

OverShare Advice and Planning, LLC works with individual clients, families and business-owner clients in many areas. Our Clients are successful and have enjoyed many financial achievements. Most have existing financial advisors or partial financial plans. We work to dig deeper and tie it all together so that it you have alignment of your intentions and your future. We serve Clients with the following financial planning needs and personal situations:

Working Adults: You are trying to balance family, friends and work; have a little fun and find a way to enjoy it all.

Successful Business Owners: You have sacrificed and risked much to reach the place you are in but there is much more to get done.

DINKs - Dual Income No Kids: Your stage in life has opportunities to make plans for the future that is just around the corner.

HENRY - High Earner Not Rich Yet: You have worked hard, climbed the ladder, have a great career but you are not where you thought you would be if you made this kind of money.

Nearing Retirement: You are hoping it will happen soon and you need to get things in order before you make any final decisions.

Retired: You have saved diligently, invested wisely and there is still something missing. It is time to build a better plan; one that fits your portfolio as well as it fits you.

Additional Information

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®

Chief Executive Officer – Financial Planner

Mike has spent 20 years in the corporate world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares that, "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action."

Education and Certifications

Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter. In addition, Mike volunteers time for Financial Literacy Education and Research.

Have Fun - Stay Young!

Outside of the boardroom or classroom, Mike rides dirt bikes for fun, and enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 16-year residents of Frisco and have enjoyed raising their two children and family dog “Baxter” in this growing North Texas community.