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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.

Oct 14, 2022

Do you know the common challenges that local businesses' owners face? Are you aware of the strategies used by forward-thinking business leaders to solve problems and make better decisions? Our host, Kurtis Baker, is joined by Ted Simpson, President and certified TAB facilitator is here to help you develop your own personal vision with simple worksheets with over 30 years of experience working with hundreds of business leaders and their teams to bring new products to market, exploit competitive advantage, strengthen employee engagement and ultimately improve their bottom line. He'll give you the peace of mind that you are making informed decisions and that your business efforts are aligned with your best future self.