Andrew B Cook
Financial Advisor|ChFC®, RICP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kelci Wilner
ChFC®, ChSNC®
Director of Operations and Client Service
Kelci is the Director of Operations & Client Services for the practice and has been with Northwestern Mutual since 2018. She provides assistance with service questions, underwriting and general operations. Kelci holds her CA Life, Health, Variable & Long-Term Care Insurance licenses as well as the Series 6 & 63 registrations.
David Samaniego
Financial Planning Associate
I live in San Diego CA with my wife Karina and my kids Derek and Kara. I’m originally from New York NY and spent half my life on the east coast, but am very happy to now be living in Southern California. I have a B.S. in Mathematics from the University of Michigan and have been working in finance for most of my career. During my free time I love to travel, go to the beach, snowboard, play basketball, and explore the many great restaurants and events in our area.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Robert Paul Caraveo
CFP®, RICP®, ChFC®, CLU®, CLTC®
Founder & Wealth Management Advisor
We aim to create and implement a world class financial plan for our clients; focusing on building a strong foundation of protection and knowing how & where to maximize opportunities for growth and savings. Utilizing Robert’s advanced credentials, sophisticated planning software, & the extensive resources of Northwestern Mutual, Robert & his team help deliver a better tomorrow for their clients.
Zach Burton
Private Wealth Advisor
For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth while mitigating risk and saving tax efficiently. My team and I strive to create long lasting relationships with our clients while we navigate your financial security together.
Chantel Bonneau Stewart
CFP®, ChFC®, CLU®, RICP®, WMCP®
Wealth Management Advisor
I help my clients make sense of this complicated financial world so that they can achieve their important financial goals now and in the future. I often partner with doctors, tech industry professionals, and women in business to help them develop sound financial strategies. I can also be seen in publications such as Forbes, USA Today, and Reuters Money promoting the power of financial planning.
Scott E Ashline
CLU®, ChFC®
Wealth Management Advisor
Since 1992,Scott has helped successful businesses, corporate executives and other high net worth individuals to achieve their individual goals. Scott offers a unique approach to the financial management process through an integration of five key components to comprehensive financial planning: risk management, investment strategies, estate planning, retirement income planning and business planning.
Irvin Jewell Spencer
MBA, ChFC®
Financial Advisor
We help people create peace of mind through thoughtful planning. Our focus is to help people use their time, energy, and money wisely to help create their desired outcomes.