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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 4, 2019

Our host, Kurtis Baker, is joined by Andrea Harrison, who holds a BA in Communications with a Certification in Teaching in English. She is experienced in different facets of writing in fields such as publishing, education, social services and marketing. Among some of her career-related writing tasks were editorial work for an educational book publishing company, report writing in the field of Vocational Rehabilitation and creation of mail marketing campaigns for a global janitorial services provider. She shares tips and techniques through writing to better connect with your clients and stand out.