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.

Photo of Recruiter Emily Montgomery

Emily Montgomery

Recruiter

K M

Kaylie Morrison

Financial Planning Associate

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.

Photo of Life Insurance Specialist Chris Bodney

Chris Bodney

CLU®, ChFC®, CFP®

Life Insurance Specialist

I enjoy living in my hometown of Chico with my wife and three children. With Chico as my home base, I work with clients throughout California and Nevada specializing in comprehensive financial planning for business owners and professionals. While building a lasting relationship is my overarching goal, I aim to help my clients create financial peace of mind through comprehensive planning.
Photo of Private Wealth Advisor and Partner Mike Bellotti

Mike Bellotti

Private Wealth Advisor and Partner

Whether you are concerned for your own financial needs or those of your family or business, Mike Bellotti will work to understand your financial dreams and goals so he and his team can help provide the right solutions and products at the right time.
Photo of Estate & Business Planning Specialist Rick Kalb

Rick Kalb

CLTC®

Estate & Business Planning Specialist

Photo of Founder and Private Wealth Advisor Scott E Ashline

Scott E Ashline

CLU®, ChFC®

Founder and Private Wealth 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.