Adam Christopher Baur, CFP®, ChFC®, CLU®
Wealth Management Advisor


Monument Financial Group

My Team

Team

When you became a client of Monument Financial Group, you placed your trust in me and my team to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Lauren Pettersen

Lauren Pettersen

Director of Business Development
Mobile 617-742-6200
 
Dennise Marie Bayona

Dennise Marie Bayona

Practice Manager
Office 617-742-6200

Dennise Bayona joined Northwestern Mutual – Boston Downtown in September 2015, having previously worked at Northwestern Mutual—Miami Group from 2010 to 2014.  She oversees the workflow for the team to make sure all aspects of the client experience is efficient and engaging.  She is a graduate from the University of Notre Dame with a Bachelor in Business Administration (’09) and a Master of Science in Accountancy (’10) and holds a Life, Accident, and Health insurance license.  She is originally from Miami, FL and enjoys sports, music, and reading in her free time.

 
Jeff Scully

Jeff Scully

Lead Advisor Support Associate
Office 617-742-6200
 
Ronald Joshi

Ronald Joshi

Director of Investments and Planning
Office 617-742-6200

Ronald joined our team in March 2016 and currently oversees financial planning and investment strategies for clients. A graduate from Caldwell University with Bachelor’s degree in Mathematics and Business Administration, he has had prior experience working as an investment analyst and paraplanner. He has his Life Accident and Health Insurance Licenses along with Series 7 & 63, and has passed the first level of the CFA exam. 

 
Angela Canale

Angela Canale

Director of Marketing
Office 617-742-6200
 
 

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