Elise Diaz
Wealth Management Advisor|ChFC®, CFP®
Our Planning Team
Our team is committed to providing a personal level of service to our clients. Together, we work to ensure that our planning process is executed in an efficient way. We also focus on nurturing relationships with our clients on an ongoing basis.
Each of us brings unique talent and perspective to this practice with the common goal in mind of helping our clients accomplish their financial priorities. If you need to schedule an appointment, make changes to your investment account, submit a claim, or request any other service, please contact any member of our team. We look forward to serving you.
Nicole Ng
Client Experience Manager
Nikki joined Northwestern Mutual in 2022 as the Client Experience Manager. Her primary responsibility is to create an exceptional client experience. She handles all scheduling and client outreach - she is a key liaison between you and Elise. Nikki graduated from the University of San Diego with a bachelor’s degree in Chemistry and started her career shortly after. Nikki currently holds her California Life, Accident and Health License. She lives in Santa Monica with her dog Oakley. When she’s not working she loves traveling, being outdoors and enjoying quality time with friends and family.
Sophie Hanson
Investment Services Manager
Sophie has over 8 years of experience working in the wealth management industry and joined Northwestern Mutual in 2020. She has a degree in Psychology and holds her Series 7, Series 63, Series 66 and her California Life, Accident and Health Insurance licenses. Sophie specializes in investment operations and was nominated as Team Member of the Year in 2021. Sophie was born and raised in Sweden and moved to the U.S in 2011. She resides in Costa Mesa with her partner, two bonus children and their “urban farm” consisting of two dogs, one Russian tortoise and two beta fish.
Chelsea McLane
Director of Marketing
Chelsea provides support with several marketing initiatives, including event planning and logistics, flyers, target market sponsorships, advertising, marketing collateral and decks, vendor research, and media relations. Chelsea earned her Bachelor of Arts degree, in Fashion Merchandising, from the University of South Carolina. She brings to the table her interpersonal and communication skills, along with her passion for people.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
