Team Members

 
Nancy Li Capps

Nancy Li Capps

Financial Planning Associate
Office 619-230-8033

Nancy has been with Northwestern Mutual since July 2017. She received her bachelor’s degree in Business Administration from the University of Southern California, Marshall School of Business. Previously, Nancy worked as a financial analyst at Wells Fargo and a senior credit analyst at First Republic Bank. She lives in San Diego with her Husband Ben, and two boys Lucas and Jackson. She loves college football (fight one!), cooking, and spending time outdoors!

Nancy holds the California Life and Health insurance license, Series 6 & 63, and is fluent in Chinese.

Nancy is a planning associate and provides assistance with communicating, building and executing all financial plans

 

 
Lisa Hohl

Lisa Hohl

Investment Operations Associate
Office 619-230-8081

Lisa has been working in financial services for the past thirteen years. She was a former collegiate athlete, playing volleyball for Point Loma Nazarene University and graduated with a Bachelor of Arts in Psychology. Lisa currently resides in San Diego, CA with her husband Zach, daughter Evangeline and dog Stella. Lisa is a former personal trainer and spends much of her free time in athletic activities, watching football and going to country music concerts. She is also an active member and volunteer at The Rock Church in San Diego.

Lisa holds the California Life and Health insurance license and her Series 7.

Lisa provides assistance with all investment related operations. She prides herself on maintaining strong client relationships.

 
Melissa Keever

Melissa Keever

Associate Financial Representative
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. Her husband Vincent is a Captain in the United States Army, and they are currently stationed at Fort Dix in New Jersey. She has two children, Kaylee & Taylor, and a dog, Bella. Melissa and her husband enjoy hiking, exploring new places, and relaxing outside around the fire pit.

Melissa holds the California Life and Health insurance license.

Melissa provides assistance with policy service questions, underwriting process and ensures timely communication with all of our clients.

 

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

Wealth Management Advisor

 

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