We’re committed to informing and empowering our clients to make smarter financial decisions. Our focus is on comprehensive, tax-advantaged plans that help provide sound preservation of capital, growing income and increased returns with reduced risk. We do this by providing guidance to help you develop an overall retirement income strategy, and we offer a variety of insurance and investment products to help achieve the objectives of that strategy.
Wealth Trac Financial's business philosophy revolves around experience and knowledge. Every client's situation is unique; there is no one-size-fits-all plan. That's why we place a large emphasis on ensuring that our clients thoroughly understand the various financial vehicles available to them, thus enabling them to make the best choices for their families.
As the founder and president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life.
The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half.
At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age.
Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He is a Certified Financial Fiduciary®, holds his Series 65 securities registration, and his Michigan life and health insurance license. Kurt makes it his responsibility to thoroughly understand clients’ goals and dreams and to leverage his knowledge and experience to help clients realize them. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger.
Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and three small children, Dylan, Elliana, and Mason.
Erika’s first memory of money was learning about profit at age 7. Embracing the concept, Erika started selling pencils to her classmates. When the school realized their pencil sales had taken a sharp dip, Erika’s parents were called into the principal’s office. “She is undermining the school’s pencil sale fundraisers by selling pencils,” they said. So Erika switched to selling stickers instead!
Erika has long held a passion for excellence in all capacities. She grew up in metro-Detroit as a competitive figure skater, training 6 days/week, before and after school for 5 hours/day for years. She graduated Summa Cum Laude from the inaugural class of the International Academy, the #1 high school in the country as ranked by US News and World Report during her years of matriculation. Erika’s collegiate studies led to Princeton University, where she studied Finance, followed by a fast and furious career on the trading floors of Wall Street before continuing her education in Psychology at the University of Michigan. She has remained in her home state of Michigan ever since.
Erika is Chief Operating Officer of Wealth Trac Financial and has been with the company since its beginnings. Erika ensures that processes and standards of excellence are maintained through all aspects of operations. With an incomparable attention to detail, Erika can step into any role within the organization as needed with care, grace, and exceptional competence.
Erika lives in Bingham Farms with her husband, Kurt, and their three children: Dylan, Elliana, and Mason. In her free time, Erika enjoys international travel, photography, cooking, volunteering, and the occasional moment of peace and quiet often elusive with young children. Erika serves as Treasurer on the board for both the Princeton Club of Michigan and the Detroit North Woodward Kappa Kappa Gamma Alumnae Association. She is a founding member and serves on the application committee for Moonshadow’s Spirit, a charity that provides scholarships for individuals seeking eating disorder treatment.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Avery is committed to helping clients develop a holistic financial plan that best meets their retirement goals.
Growing up, Avery’s grandfather, a Greek immigrant and one of nine children, and his father, an Air Force member, instilled in him the value of saving and having a disciplined approach to money. Combined with a strong passion for helping people, Avery knew financial services was his calling. Working with an independent firm allows him to focus on developing long-lasting relationships with clients as he works to help them achieve their goals, offering unbiased financial advice and unlimited resources. When helping clients, the best piece of advice Avery can share is, “A portfolio is not a plan. Be sure to account for all variables when creating an overall financial plan, including investment planning and tax, income, estate and health care planning.”
Avery is a financial professional who can offer investment and insurance products. He passed the Series 65 securities exam and has a life insurance license. Avery graduated from Western Michigan University, where he studied finance and economics. He is a CERTIFIED FINANCIAL PLANNER™.
Originally from Southwest Michigan, Avery moved to the Detroit area to join the Wealth Trac team. Outside the office, he enjoys spending time with family, going to sporting events and concerts, and enjoying the Eastern Market.
As a people person, Marica focuses on building relationships with clients as they work toward their financial goals.
A former professional figure skater, Marcia understands the commitment and discipline it takes to achieve your goals. She puts those skills to work behind the scenes doing marketing, event planning and maintaining positive relationships with clients. She also runs Wealth Trac’s Ambassador Program, helping clients share the financial confidence they’ve gained with friends and family.
Outside the office, Marcia enjoys pursuing new experiences with a wide array of people, photography and not sitting still.
Neil is focused on helping clients achieve their financial goals through a well-thought-out strategy for retirement.
When Neil first joined the financial services industry, it was with the desire to positively impact people’s lives and help them achieve their goals. With more than 12 years of industry experience, he specializes in helping clients incorporate tax planning strategies into their overall financial plan. He has passed the Series 65 exam. He graduated from Central Michigan University with a degree in accounting.
Neil and his wife, Kelly, live in Macomb with their two children, Kelvin and Kensington, and their chihuahua, Bentley. Outside the office, Neil loves spending time outdoors and on the water and teaching his kids about sports.
Inspired to enter the financial services industry after initially studying finance in high school and visiting the Federal Reserve and New York Stock Exchange, Dominique is passionate about putting clients’ needs first and providing them with the best possible experience.
In her role at Wealth Trac Financial, Dominique serves clients and her team in many ways. She assists with the opening of accounts; reviews new account and service requests to ensure they are submitted accurately and expeditiously; analyzes processes and procedures to identify and implement potential improvements; provides research and support; and more.
Dominique has passed the Series 6 and 63 securities exams, and she brings considerable experience to the firm. Before joining Wealth Trac Financial, she served as a case manager, compliance professional, client operations manager and client services specialist.
A native of Detroit, who loves spending time with her family and friends, Dominique is the mother of three beautiful children: Naomi, Teryn and Nehemiah. She also has a Maltipoo named Caesar, and enjoys traveling, cooking, bartending, swimming, writing, watching movies and going to the beach with her kids.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.
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