Mission Statement
Creating prosperity for our clients, our families, and our community.
Meet Our Team
Back row: David Zeljak, Felicia Pomare, Steve Ashline, Robert Coffman
Front row: Kelly Albers, Scott Ashline, Estefani Capilla
Team Promise
- Comprehensive expertise
- Proactive
- Personalized solutions and response
In the news
Scott was profiled nationally by Northwestern Mutual in this article.
Our Expertise
The Ashline team is a financial planning practice that specializes in working with high-net-worth individuals, professionals, and business owners.
We deliver comprehensive financial plans that are customized to your unique situation. We take the time to understand what’s important to you. We work as your partner in planning your path to financial security, implementing your strategies, and revisiting your plan to meet changing needs and priorities.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
