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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 28, 2022

Have you thought about how the pandemic has impacted where and how you work? Are you aware that you can still create a culture, an atmosphere where building teams that strive to exceed your customers' expectations is possible? Our host, Kurtis Baker is joined by Scott Sussman with over 10 years of experience in operations and hospitality, leading business development, optimizing financial results and building teams. He visited us to talk about hospitality role and how it is awesome to be good to other people, interesting business model after the pandemic and more.