Focusing on Your Return on Life.
Meet the Bauman Wealth Team
At BWA, we’re dedicated to helping those nearing or already in retirement build the financial strategy they need to stop stressing and start living.
Leadership
Todd Bauman
Founder/CEO
Julie Bauman
Founder/COO
Advisors
Vincent Garaventa, CFP®, CEP®, APMA®
Vice President
Christian Smissen, CFP®, CFA®
Financial Advisor
Kent Fenno, CEP®
Financial Advisor
Cameron Sandefur
Wealth Planner
Chase Thomas
Wealth Planner
Paolo Torres
Wealth Advisor
Trading
Gavin Sandefur
Chief Investment Officer
New Business
Stephanie Chapman
Director of New Business
Chelsea Parker
New Business Specialist
Marketing
Ashkan Maher
Chief Marketing Officer
Liv Apodaca
Business Development
Bradley Gumm
Business Development
Estate Planning
Michelle Stodden
Estate Planning Specialist
Morgan Koster
Estate Planning Specialist
Tax Planning
James Sandford, EA
Senior Tax Advisor
Kathleen Chuter
Tax Assistant
Client Experiences
Shawn Rice
Director of Client Experiences
Robyn Solomon
First Impressions Specialist
Laura Castillo
First Impressions Specialist
Jaden Brizzolara
First Impression Specialist
Compliance
Michelle McCarthy
Chief Compliance Officer
More about our team
We believe that you deserve the freedom to do something about your dreams – because if you don’t, your dreams will disappear. Nothing is more expensive than a missed opportunity.
– Todd Bauman