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The Retirement Planning Specialists

Our Team

Todd Bauman is an investment advisor representative of Bauman Advisory Group, LLC, a state registered investment advisor, serving customers in Las Vegas, Nevada and surrounding communities. Todd Bauman’s mission is to provide local families with innovative retirement financial strategies, solutions and planning that can help lead to financial clarity and “Peace of Mind”.


Todd Bauman

President

Todd is a second-generation Las Vegas area resident who has been serving the city and surrounding communities for the last 23 years. Todd currently resides in Summerlin with his wife and five sons.

Todd attended the University of Nevada, Las Vegas where he earned a bachelor’s degree in economics with a minor in finance. After college, Todd worked for a local financial planning firm for two years before deciding to leave to start his own practice. Todd has shown entrepreneurial spirit since graduating college, as his specialties have ranged from venture capital work, investment banking, marketing and more.

Todd has two passions in his life: helping families work towards a successful retirement and caring for his own family. In his free time, he can be found in the desert off-roading or racing.

 

Julie Bauman

Vice President

Julie was born in Las Vegas. She is married to Todd and they have four boys, two in College, one in high school and one in junior high school. Julie loves spending time with her family and cherishes every moment with them.  With four active boys, most of their time is spent in the desert on dirt bikes and camping.

Julie started her career in Real Estate, taking on several different positions eventually finding her passion as a Senior Commercial Escrow officer. Her success led her to be one of the top producing Commercial Escrow officers in Las Vegas. Closing over a billion dollars of commercial real estate, she had the opportunity to work with many of the top Developers creating the landscape of Las Vegas.

After many years she decided to join her husband at Bauman Advisory Group as the Vice President of operations.  Her work experience makes her a perfect fit to oversee every aspect of the business and ensure clients have the best possible experience. Her goal is to help make sure clients feel at ease and enjoy retirement knowing Bauman Advisory Group has put their best interests first.

 


Stephanie Chapman

Administrative Assistant