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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.

Jul 13, 2023

Do you want a better understanding of franchising? Do you want to learn everything there is to know about franchising business opportunities? Our host, Kurtis Baker, is joined by Lisa Linkowsky, the founder of Milestone Franchising, has 10 years of experience in the franchising industry, training and mentoring...

Jul 1, 2023

Do you want to get a fresh perspective on purchase and sales acquisitions? Do you understand the significance and value of handed down craftsmanship and niche manufacturing in the United States? 
Our host, Kurtis Baker, is joined by Richard Balka, President and CEO of The Home Rubber Company is here to aid you in...