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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.

Mar 3, 2023

Are you certain that your company's bookkeeping is in good hands, are you just starting out and wanna learn bookkeeping techniques to help you manage your books and prepare for tax season? Our host, Kurtis Baker, is joined by Ms. Adrienne Dove the founder of Corban bookkeeping solutions and a QuickBooks consultant. She is here to help you prepare your books for tax season to make you feel at ease and confident that your company's finances are in order.