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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.

Sep 7, 2022

Are you aware of how community banks can assist you in economic situations, particularly an inflationary one? Do you know what resources community banks can offer? Our host, Kurtis Baker is joined by Pat Ryan, President and CEO of First Bank and a member of its board of directors will teach you everything you need to know about community banks. Pat visited us and talks about negative yield curve, PPP, moratorium and more.