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.
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.
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.
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.