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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 25, 2022

Our host, Kurtis Baker is joined by Theresa Semple an employee benefits professional with nearly 20 years of experience in the industry. She visited us to talk about the best marketing practices for reengaging with your customer post-quarantine. Transparency in coverage, no surprise act and more.