My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best client service possible. If you need assistance at any time, please let us know.

 

 
Surekha Puram

Surekha Puram

Associate Financial Representative
Office 612-758-7655

Surekha is an integral part of Baji’s practice and client’s lives. She partners with each client to advance their financial plan. Working as an extension of Baji himself, Surekha knows and personally understands each client’s plan and helps make sure that it remains relevant to their family’s needs as well as the current economic and tax climate. She helps all of our team members grow and thrive in our practice. As Baji’s Operations Manager, Surekha coordinates underwriting, investment account establishment, and client relations.

Surekha can assist you with the following:

  • Financial Planning
  • Client servicing – insurance and investments
  • Scheduling meetings

Surekha is married to Baji and lives in Edina, Minnesota. She enjoys travelling, spending time with family, reading and solving puzzles.

 

 
Jackie L Riddell

Jackie L Riddell

Associate Wealth Management Advisor

Joining Baji's team in summer of 2018, Jackie is passionate about helping clients lead confident financial lives. She has a background in Business and Finance, with a Bachelors from Valparaiso University. Jackie is Series 7, Series 66, and MN Life, Accident & Health, and Variable Annuities licensed.

Reach out to Jackie with questions on:

  • Service questions on insurance and investments
  • Financial Planning
  • Scheduling a Meeting
  • Getting Online Access

Whenever possible, Jackie enjoys hiking and going on picnics with her family. She also enjoys trying out new recipes, reading books, and doing puzzles.

 

Baji V Puram, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck