Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Baji V Puram

Baji V Puram

CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Photo of Associate Financial Representative Stephanie E Stover

Stephanie E Stover

Associate Financial Representative

Photo of Wealth Management Advisor Dylan M Niklason

Dylan M Niklason

CFP®, QPFC

Wealth Management Advisor

Photo of Wealth Management Advisor Kevin Dale Klare

Kevin Dale Klare

CFP®, CLU®, ChFC®, QPFC

Wealth Management Advisor