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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.

Nov 19, 2024

Curious about what it takes to turn change into strategic advantage? Ken Roberts is a master at guiding businesses through agile transformation. As the owner and lead trainer of Better Ways Agility, LLC, he's helped companies of all sizes boost profitability, improve customer satisfaction, and elevate...


Mar 11, 2023

Are you up to date on the latest business developments in Mercer County? Do you know about the various changes that occurred in the workplace? Our host, Kurtis Baker, is joined by Hal English, CEO and president of the Princeton Mercer Regional Chamber of Commerce, and President of the Mercer County Convention and...


Jul 25, 2022

Our host, Kurtis Baker is joined by Theresa Semple an employee benefits professional with nearly 20 years of experience in the industry. She visited us to talk about the best marketing practices for reengaging with your customer post-quarantine. Transparency in coverage, no surprise act and more.


Jun 20, 2020

Our host, Kurtis Baker, is joined by Randi Goldberg CDP, SRS of Archer Law Office. (https://mercerelderlaw.com/). She visited us and talks about the challenges of our Senior Health Care system in times of this COVID pandemic. How our elder care facilities is adjusting to this pandemic and how the experience helps find...


Apr 26, 2020

Our host, Kurtis Baker, is joined by Karen Kerrigan, President and CEO of the Small Business and Entrepreneur Council in DC. She visited us to discuss the latest developments and issues that are affecting small businesses and entrepreneurs.