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Master Your Finances

(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

Feb 26, 2018

Our host, Kurtis Baker, is joined by Kimberlee Phelan, CPA, MBA, CGMA, tax partner with Withum Smith And Brown! Get prepared with the new changes with your taxes according to the Tax Cut and Jobs Act of 2017!


Feb 18, 2018

Kurtis Baker, is joined by Andrew Thomspon, former President of the Historic Morrisville Society, Sharon Hughes, the current President of the Historic Morrisville Society, and General Washington! Take this President’s Day Weekend learning the stories of the Historic Summerseat Mansion!


Feb 18, 2018

Kurtis Baker, is joined by Caryn Berla, Travel Advisor for Cruise Planners. Pick up on the recent trends in commercial vacations this year and how you can get prepared for your own personal vacation!


Feb 13, 2018

Giving Around the Holidays! – November 19th, 2017- Our host, Kurtis Baker, is joined by Susan Toussaint, President and CEO of United Way of Greater Mercer County. Learn how you can donate during the holidays, and even after the season of giving.


Feb 12, 2018

Marketing 4 You! – December 10th, 2017- Our host, Kurtis Baker, is joined by Maggie Van Dagens, Head Writer for J&M Marketing Communications. Apply the 4-step process of marketing to increase your web presence.