Team Members
Nancy Li Capps
Prior to joining Chantel’s practice in 2017, Nancy worked for a large financial institution for over 7 years. She graduated from USC with a degree in finance. She has her CA Life and Health and Series 6 & 63 licenses. Nancy specializes in financial planning strategies and developing an overall plan to meet their needs.
Lisa Hohl
Lisa has been in finance for over 12 years working with many large corporations. She graduated from Point Loma Nazarene University with a BA in Psychology. Lisa has her CA Life and Health and Series 7. She helps with investment management, research and portfolio construction.
Melissa Keever
Melissa brings ten years of experience working in education. She graduated from Azusa Pacific with her Master’s in Education and Human Development. She has her CA Life and Health license. Melissa provides assistance with service questions, underwriting and general office operations.
Samuel D Bayly
Sam has years of experience in corporate finance focusing in special acquisitions and portfolio management. He graduated from San Francisco State University in Business Administration with a concentration in Finance. Sam assists with plan analysis and presentations.