Greg Lehmann, AGT - Wellsfargo Insurance

CSAA Insurance Group, a AAA insurer founded in 1914, provides automobile, homeowners, and other personal lines of insurance to AAA members across 23 states and the District of Columbia. Rated A by AM Best, the company is recognized as one of the top 20 personal lines property casualty insurance groups in the United States. In addition to its insurance services, CSAA Insurance Group actively engages in community initiatives, such as partnering with The Crayon Initiative to support children's art programs in local hospitals. This commitment to social responsibility underscores the company's dedication to giving back to the communities it serves. Generated from the website

Bauer Wealth Management is a fiduciary wealth management firm specializing in strategies for high-net-worth individuals, entrepreneurs, and business owners. We provide tailored investment management, private equity opportunities, and holistic financial planning designed to grow and protect wealth across generations. With a focus on transparency and fiduciary duty, Bauer Wealth Management helps clients navigate complex markets, optimize portfolios, and build lasting legacies.