The story of Bauman Insurance & Investment Advisors started over 25 years ago when Warren decided to join North American Life as a life insurance agent. He worked hard and built up a growing group of clients. Several years later, his brother, Tim decided to join the business as well. He also worked hard and built up his own group of clients. As their client base grew, Warren's wife, Beth joined the team to help with the marketing and administrative work that was demanding more and more time.
Over the years we have continued to grow through client referrals as well as acquiring clients from other retiring advisors. We currently manage over $40 million of our client's assets and are seeking to consistently provide our clients with the people, tools and resources they need to succeed at achieving their financial goals. Our team works together to give you the support you need to reach your goals no matter what stage you are at. At the end of the day, we want our clients to see us as their most important financial resource. So, if there are any areas of your financial life that we can help you with, please don't hesitate to reach out and ask. If we can't answer your questions, we will do our best to put you in touch with someone who can.
Denise Madden, Katelyn Wu & Beth Bauman