Broker Check
Margaret Ann Kurtz - Swanson

Margaret Ann Kurtz - Swanson

Owner

Margaret, or Ann as she prefers to be called, is a native of Arizona with 23 years as a financial services professional. Ann has earned her Bachelor’s in Speech Communication from the University of Arizona as well as her CLU, LUTCF, CLTC, and ChSNC designations from American College. She is an active member in The Society of Financial Service Professionals, as well as American Business Women’s Association and the Junior Women’s League of Phoenix.

In 1990 Ann joined Prudential in helping others succeed in their financial goals. For 20 years Ann did outstanding work helping others and earning Outstanding New Agent through Prudential in 1990, as well as Outstanding Disability Agent through Paul Revere Insurance in 1992. Ann recently opened her Kurtz Financial LLC to better serve her clientele and her broker dealer is MML Investors Services, LLC. 

In her free time Ann enjoys time with her family. She keeps close contact with her five siblings and enjoys making new memories with them and their children. She is happily married to a wonderful and hardworking man with whom she shares a beautiful daughter. Together they travel up to the mountains of AZ and CO to enjoy the outdoors and Ann’s favorite sport snow skiing.

Professional Affiliations

ABWA – American Business Women’s Association – Member

Alpha Phi Sorority – Member

FSP – The Society of Financial Service Professionals
             Phoenix Metro Chapter
               Membership Director 2006, 2007, 2012
               Public Relations Director and Secretary 2008
               Board Member 2005, 2006, 2007, 2008

Junior League of Phoenix - Member

Million Dollar Round Table - various years between 1993-2008

NAIFA – National Association of Insurance and Financial Advisors