Team

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.

 

 
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.

 
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 currently studying for his Certified Financial Planner designation.  He is responsible for preparing financial plans and presentations, as well as insurance illustrations.

David spends his free time with his family in Carlsbad, where he enjoys exercising outdoors, running Spartan races, occasionally homebrewing his own beer, and reading science fiction.

 
Estefani C Capilla

Estefani C Capilla

Associate Financial Representative
Office 858-795-0902

Estefani joined the Ashline team in 2017 and serves as an Associate Financial Representative to Scott.

She currently holds a California State insurance license for Life, Health and Long-Term Care and looks to pursue her series 6 and 63 securities license.

Estefani is born and raised in sunny San Diego and is fluent in Spanish and English.

In her role as Scott's AFR, Estefani is responsible for the application and onboarding process along with assisting clients with any questions and servicing requests. 

She also coordinates client events and helps maintains our client database. As part of the team, she provides a helping hand with workflow assistance to ensure our clients are provided with the elite service they deserve! 

In her free time, Estefani loves traveling, spending time with her friends, family and three chocolate labs!

Estefani is a big FC Barcelona and New York Yankee fan. She also loves practicing mindfulness and giving back to the community.

 
Felicia D. Pomare

Felicia D. Pomare

Office Manager
Office 858-795-0912

Felicia's career with Northwestern Mutual began in 2015 and she joined Scott's team in early 2016. In addition to being Scott's Office Manager, she serves as his Associate Financial Representative. Felicia is responsible for the insurance application process as well as coordinating client and team events.

Felicia graduated from San Diego State University with a B.S. in Business Administration, majoring in Finance. She holds Series 6 and 63 securities licenses as well as Life, Health, & Long-Term Care California State insurance licenses. She's currently working on achieving her Charted Life Underwriting (CLU) designation.

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

You should contact Felicia if you have any insurance related service requests and/or questions.


 
Kelly L Albers

Kelly L Albers

Office 858-795-0910

Kelly started her Northwestern Mutual career in 1995.  She serves as the Investment Operations Manager for Scott Ashline. 

In her free time, Kelly enjoys traveling and spending time with her husband and three children.

She holds her Series 7 and 63 securities licenses as well as her Life and Health insurance licenses.

 
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's 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 the main point of contact for scheduling meetings and directing service calls to other team members Steve takes pride in providing superior customer service as well as protecting the privacy and confidentiality of information about our clients

In his spare time, Steve enjoys reading, traveling, and enjoying the company of his family and friends. He also enjoys watching both collegiate and professional athletics. Steve is looking forward to his niece’s career on the dance team at the University of Washington.

 

Scott E Ashline, CLU®, ChFC®

Wealth Management Advisor

 

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