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

Wealth Management Advisor

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

Practice Manager
Office 612-758-7655

Surekha is an integral part of Baji’s practice and clients' lives. She works with each client to help 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.

 
Kenneth Nelson

Kenneth Nelson

Client Service Representative
Office 612-758-7653

Kenneth grew up on the east side of the Twin Cities metro area and graduated with a BS in Economics and Business Administration from the University of Wisconsin-River Falls. Kenneth spent two years examining non-profit organization's risk management processes and procedures before joining Baji's team in 2022.

As part of the team, Kenneth helps maintain the organization and efficiency of the office, and acts as a liaison between clientele, the advising team, and the home office. Kenneth also assists with various client service requests.

Outside of work, Kenneth enjoys swimming, hiking, and other outdoor activities, spending time with friends and family, traveling, and going to sporting events.

 
Samantha K D Herrick

Samantha K D Herrick, ChFC®

Director of Financial Planning

Sam has been with Northwestern Mutual since January 2014. She has earned her ChFC®, holds her Series 7 and Series 63 FINRA registrations, and is also licensed in Life, Accident, Health and Long Term Care Insurance.  Sam attended Concordia University – St Paul where she received her Bachelors degree studying Business Management, Finance and Math.  Sam resides in South St Paul with her husband, Joe, and enjoys traveling.

 
Cooper Yackley

Cooper Yackley

Planning Assistant

Cooper assists the team in creating comprehensive financial plans, investment operations and the preparation of financial solutions.

Cooper started with Northwestern Mutual in June 2019 as an intern and joined full-time in the summer of 2020. Cooper is licensed in Life, Accident and Health Insurance. He attended the University of Minnesota Carlson School of Management and received a bachelor’s degree in Finance. Outside of work, Cooper enjoys playing basketball, watching movies, hanging out with friends, and supporting Minnesota sports teams.

 
Alec Wensman

Alec Wensman

Financial Planning Associate

Alec joined Northwestern Mutual in October 2020.  He holds his Life, Accident and Health Insurance license. He attended the University of Minnesota Twin Cities where he received a Bachelor’s degree in Economics. Outside of work, Alec enjoys being on the lake, playing golf, traveling, playing hockey and basketball, and avidly enjoys watching all Minnesota sports teams.

 
 

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