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.

 

 

Peter L. Alexander

Associate Wealth Management Advisor
Office 612-758-7733

Peter joined Baji's team in 2017. He brings over twenty years of financial services experiance to our practice and is a CERTIFIED FINANCIAL PLANNERTM practitioner.

Peter can assist you with the following:

  • General Financial Planning
  • Retirement Planning
  • College and Financial Aid Planning
  • Investment Management
  • Defined Contribution and Defined Benefit Plans
  • Retirement Income Planning

Peter currently lives in Minneapolis and enjoys spending his free time performing music.

 
Samuel S Rutherford

Samuel S Rutherford

Investment Assistant
Office 612-758-7659

Sam is not new to the financial services industry. He joined Baji’s team and Northwestern Mutual in the spring of 2012.  He has a background in Financial Planning, and carries two bachelor degrees from Minnesota State University, Mankato. Sam is Series 7, Series 66, and MN Life, Accident & Health and Variable Annuities licensed.

He now handles investments and the paperwork necessary to make them happen.

In his free time, Sam enjoys spending time with his family and friends. He likes working on classic cars and tractors, bowling in tournaments, going for walks, watching new movies, and collecting unique watches.  He also has one younger brother that he likes to disc golf with in the summer.

 

Jackie L Riddell

Financial Representative Assistant
Office 612-758-7600

Jackie joined Baji's team in summer of 2018. 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.

 

Jackie can assist you with the following:

  • Client servicing – insurance and investments
  • Financial Planning
  • Schedule a Meeting
  • Online Access

 

When the weather is nice, 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®

Wealth Management Advisor

 

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