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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.

Feb 26, 2018

Our host, Kurtis Baker, is joined by Kimberlee Phelan, CPA, MBA, CGMA, tax partner with Withum Smith And Brown! Get prepared with the new changes with your taxes according to the Tax Cut and Jobs Act of 2017!