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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 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!