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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.

Nov 15, 2017

Merging First! – November 13th, 2017- Our host, Kurtis Baker, is joined by Pat Ryan, President and CEO of First Bank, headquartered in Hamilton, NJ. Find out the importance of mergers and acquisitions, and its impact on community banking!