Hello, I'm David Kurschat, and I serve our family of clients as a Relationship Manager and Enrolled Agent.
I have been with Covenant since 2021
- In my role, I collaborate closely with our advisors to ensure comprehensive client support. This includes meeting preparation, in-depth evaluation of financial and tax strategies, and active participation in client meetings, all aimed at delivering valuable follow-ups and tailored solutions.
- My heart is to serve clients through the cultivation of meaningful relationships and by assisting others on their journey of financial stewardship. I enjoy learning the ins and outs of finances to encourage a better financial future for those we work with. I am inspired by Colossians 3:23 which states to work as working for the Lord, and 1 Corinthians 10:31 which reminds us to do all for the glory of God.
I am here to:
- Work with advisors on questions or concerns you may have.
- Offer expertise in tax questions and strategies.
- Prepare tax returns.
- Offer support for our RightCapital software and other tech.
- Follow up on commitments we made to you or vice versa.
It is my joy to come alongside each client and learn about your individual goals and objectives. We’re so glad you have taken the time to learn more about us. We look forward to serving you in your journey of financial stewardship.