Scott E Ashline, CLU®, ChFC®

Wealth Management Advisor

Staff

As a Wealth Management Advisor for Northwestern Mutual, Scott Ashline is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business but he doesn't do it alone. Scott has assembled a team of individuals with expertise, integrity, and stability who can deliver a high level of customer service to the clients. The team is committed to discovering opportunities to make a difference in people’s lives.

 

Our Team

 
Robert K Coffman

Robert K Coffman, CFP®

Associate Wealth Management Advisor
Office 858-795-0916

Bobby joined Scott’s team in 2014 and has been a Financial Advisor at Northwestern Mutual since 2006.  He is a CERTIFIED FINANCIAL PLANNER™ professional and has experience helping individuals and businesses make decisions regarding insurance and investments. Bobby graduated from the University of San Diego in 2005 with a Bachelor’s Degree in Business Administration and a B.A. in Computer Science.  He holds Series 7, 6, 65, and 63 securities licenses as well as Life, Health, & Long-Term Care insurance licenses.

Bobby enjoys spending free time with his wife Jenna, two kids, and dog.  He can be found most weekends enjoying the beach, playing at the park, or electric skateboarding around the bay.

You should contact Bobby if you have questions regarding your financial planning or if you work with him in an investment advisory capacity.

 
Felicia D Pomare

Felicia D Pomare

Office 858-795-0912

Felicia's career with Northwestern Mutual began in 2015 and she has been a part of Scott’s team since early 2016. In addition to being Scott’s Office Manager she serves as an Associate Financial Representative to Scott. Felicia is responsible for the application process as well as assisting clients with their questions and servicing requests and assisting the team coordinate all client events.

Felicia graduated from San Diego State University with a degree in Finance. She holds a California State insurance license for Life, Health and Long Term Care.

When Felicia is not working at Northwestern Mutual, she enjoys working at a local winery in Encinitas called Solterra Winery and Kitchen. She also enjoys designing clothes, traveling, and spending time with her friends.

 
Estefani C Capilla

Estefani C Capilla

Office 858-795-0900

Estefani’s career with Northwestern Mutual began in mid-2016 and she has been a part of Scott’s team since early 2017.  She serves as an Associate Financial Representative to Scott. Estefani is bilingual, fluent in Spanish and English, and she holds a California State insurance license for Life, Health and Long Term Care. Estefani is responsible for the application process with clients as well as assisting clients with their questions and servicing requests.

When Estefani is not working at Northwestern Mutual, she enjoys traveling, and spending time with her friends.

 
Steve W Ashline

Steve W Ashline

Marketing Coordinator
Office 858-795-0913

Steve has been part of Scott’s team since 1994. He graduated from the University of Northern Colorado with a degree in Business Administration. He had several years of experience in marketing and customer relations prior to joining the team. Steve is responsible for introducing future clients to Scott and Northwestern Mutual. Over the years he has also helped Scott maintain an organized schedule in order to successfully serve the needs of our clients. Steve is our main point of contact for scheduling meetings and directing service calls to other team members

In his spare time,  Steve enjoys reading, traveling, and enjoying the company of his family and friends,  and attending the Chargers and Padres games in San Diego as well as attending the Los  Xoloitzcuintles Soccer games in Tijuana.

 
David A Zeljak

David A Zeljak

Associate Wealth Management Advisor
Office 858-795-0914

David has been working in Financial Services since 1990, joining Northwestern Mutual as a Financial Representative in 2001.  He has been working with Scott since 2007.  He is Series 7, 63, 65, and 4 securities licensed.  He is responsible for preparing financial plans and presentations and insurance illustrations.

David spends his free time with his family in Carlsbad, where he enjoys coaching his two boys in baseball, occasionally home brewing his own beer, and reading science fiction.

 
 

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