Team Members

 
Nancy Li Capps

Nancy Li Capps

Financial Planning Associate
Office 619-230-8033

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.

 

 
Meagan Hamilton

Meagan Hamilton, CFP®

Director of Financial Planning
Office 618-277-3200

Meagan  joined the team in 2021 with over 11 years of experience. She holds her CFP® designation, Series 7, 6, and 63. She is life and health licensed in CA, IL, and MO. She coordinates the planning analysis' for retirement income, education funding, asset allocation, security evaluation, wealth preservation, asset protection, and wealth transfer.

 
Lisa Hohl

Lisa Hohl

Director of Investments
Office 619-230-8081

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 Keever

Chief Operating Officer
Office 619-230-8049

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.

 

 
Chantel Bonneau Stewart

Chantel Bonneau Stewart, CFP®, CLU®, REBC®, ChFC®, WMCP®

Wealth Management Advisor

 

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