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.
Chantel Bonneau Stewart
CFP®, ChFC®, CLU®, RICP®, WMCP®
Wealth Management Advisor
I help my clients make sense of this complicated financial world so that they can achieve their important financial goals now and in the future. I often partner with doctors, tech industry professionals, and women in business to help them develop sound financial strategies. I can also be seen in publications such as Forbes, USA Today, and Reuters Money promoting the power of financial planning.
Melissa Gonzalez
Financial Advisor
My focus as a financial professional is unique, because I do more than just help clients achieve their financial goals — I connect with them, on a deeply personal level, to help make sure they’re able to live the comfortable lives they envision. My target markets are primarily diverse professionals and business owners (BIPOC families and LGBTQ+ families ) and professionals in the tech industry.
Kate Johnson
Financial Advisor
As a financial representative I prioritize the goals of my clients and ensure their planning experience is seamless. I enjoy working with successful professionals, business owners and medical practitioners. My husband, Kyle, and I live in North Park and enjoy practicing yoga, surfing and cooking new recipes together. I believe financial planning should be simple, not stressful.
My Team
